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Operations coordinator Jobs in Carmel, IN

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Investment Management Operations Coordinator

Goelzer Investment ManagementCarmel, IN, United States
Full-time

Investment Management Operations Coordinator.The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions.The... Show more

Accounting Coordinator

Schwickert's Tecta AmericaNoblesville, IN, United States
Full-time

Position at Blackmore & Buckner Roofing Blackmore and Buckner Roofing A Tecta America Company, a leader in the commercial roofing industry for over 100 years, is looking for an accounting coordinat... Show more

Sales Coordinator

Ascent HospitalityCarmel, IN
Full-time

Manage all pre-arrival and post departure tasks.Conduct hotel site tours for walk-in guests if Sales Manager is not on property.Manage group files and turnover checklist for opportunities booked by... Show more

Escrow Coordinator

Allied Solutions LLCCarmel, IN, United States
Full-time

We are seeking a meticulous and analytical individual to join our team as an Escrow Coordinator.The ideal candidate will have a keen eye for detail, exceptional analytical skills, and a thorough un... Show more

Sr Field Operations Coordinator

CNO Financial GroupCarmel, IN, United States
$21.49 hourly
Full-time

LOCATION: Carmel, IN; Chicago, IL REMOTE from any US based location.The stated pay range is based on a national-average location.Actual salary is determined by factors including relevant work exper... Show more

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Backroom Coordinator

MarshallsNoblesville, Indiana, US
$13.00 hourly
Full-time

MarshallsAt TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and priorit... Show more

 • Promoted

Operations Manager

Courtyard NoblesvilleNoblesville, IN, US
$49,000.00 yearly
Full-time

No matter whether a guest arrives weary from their travels or excited for a vacation, as an Operations Manager, you and your team know what to do to make them feel at home.They will appreciate the ... Show more

Operations Supervisor

CVS HealthWestfield, IN, United States
$16.50 hourly
Full-time

Operations Supervisor/h2pWere building a world of health around every individual shaping a more connected, convenient and compassionate health experience.At CVS Health, youll be surrounded by pass... Show more

Patient Coordinator

Dermafix SpaCarmel, Indiana, United States
$100,000.00 yearly
Full-time

Skinfinity Spa is seeking a dedicated and passionate Patient Care Coordinator to join our rapidly expanding team with boundless growth opportunities.This role offers $100,000+ OTE (On Target E... Show more

Accounting Coordinator

Tecta & SchwickertsNoblesville, IN, US
Full-time

Blackmore and Buckner Roofing A Tecta America Company, a leader in the commercial roofing industry for over 100 years, is looking for an accounting coordinator.This position has an essential role o... Show more

Sales Coordinator

WoodhouseZionsville, IN, United States
$25.00 hourly
Full-time

Passion Meets Purpose at Woodhouse.At Woodhouse, we provide self-care that lasts.We believe that wellness and luxury should be accessible, and our customizable treatments and relaxing atmosphere pr... Show more

Operations Manager

FACE FOUNDRIÉWestfield, IN, US
Full-time

About FACE FOUNDRIÉ: FACE FOUNDRIÉ is an efficient + effective focused facial bar that provides affordable, approachable and accessible skincare in a modern + inclusive environment.FACE FOUNDRIÉ s... Show more

Operations Manager

Ulta Beauty, Inc.Noblesville, Indiana, United States
Full-time

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

Sales Coordinator

The Woodhouse Day Spa - IndianapolisZionsville, IN, US
$17.00 hourly
Full-time

Woodhouse Spa is a luxury, world-class hospitality brand known for delivering elevated experiences and.Our environment is refined, guest-centric, and designed for.As a Spa Coordinator, Hospitality ... Show more

Investment Management Operations Coordinator

Goelzer Investment Management, IncCarmel, IN, US
Full-time

We are looking for a self-starter who displays initiative and a positive attitude, a high level of integrity, and the motivation to take on a variety of tasks in a team-oriented environment.The suc... Show more

Sales Operational Support - Sales Operations Coordinator

SMC CorporationNoblesville, IN, United States
Full-time

Sales Operational Support - Sales Operations Coordinator Change Control Concentration.The role will be responsible for managing the customer notification portion of the change control process with ... Show more

Marketing Coordinator

The MJ CompaniesCarmel, IN, United States
Full-time

Join Team MJ as a Marketing Coordinator!.We are The MJ Companiesa firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve.Our commitment to excellence and innova... Show more

Refund+ Coordinator

Allied Solutions, LLCCarmel, IN, US
Full-time

This position is responsible for the daily activities associated with ancillary product refund cancellations that must be adjudicated for Allied’s lender client base.These activities include review... Show more

Key Carrier Coordinator

HomeGoodsNoblesville, Indiana, US
$15.25 hourly
Full-time

HomeGoodsAt TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and priorit... Show more

 • Promoted

Rural Health Behavioral Health Workforce Coordinator

Information Resource group, Inc.New Augusta, IN, US
Full-time

Role: Rural Health Behavioral Health Workforce Coordinator Location: Indianapolis, IN Duration: 5 years Candidate must reside local to Indianapolis or surrounding area.Workforce Development and Pip... Show more

 • Promoted
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Investment Management Operations Coordinator

Investment Management Operations Coordinator

Goelzer Investment ManagementCarmel, IN, United States
5 days ago
Job type
  • Full-time
Job description

Investment Management Operations Coordinator

The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions. The IMOC ensures that the firm's trading systems facilitate accurate and efficient trade execution and timely and reliable monitoring of client accounts. The IMOC will also serve as the primary contact point with custodians to ensure data integration and integrity.

Key responsibilities include:

  • Design and implement model-based trading strategies across client accounts and households. Coordinate all trade activities, including block trades and trade allocation.
  • Identify, document, and assist in resolving trade exceptions and error corrections, as necessary Maintain required trade documentation and order records
  • Support trade reviews, execution quality analysis, and pricing validation as directed.
  • Create and maintain reporting templates for our Private Client and Institutional teams.
  • Ensure integrity of portfolio and transaction data, coordinating with technology and custodial partners to improve integration as necessary.
  • Act as a liaison between investment management, operations, technology, custodial partners, and external vendors.
  • Coordinate accurate and timely reconciliation of pricing, transactions, and cost basis across custodians.
  • Assist with internal operational reviews related to trading activity, system behavior, reporting processes, and investment data accuracy.
  • Escalate operational risks, data integrity concerns, or system limitations to appropriate leadership in a timely manner.
  • Drive continuous improvement of investment operations processes, data feeds, and system workflows.

Work experience/knowledge:

  • 5 or more years of professional working experience preferred.
  • Relevant experience in wealth management or related financial services required.
  • Operational level experience with portfolio accounting, reporting, and rebalancing software. Administrative experience with the Tamarac product suite, including Tamarac Portfolio Center, preferred.

Skills/other personal attributes required:

  • Dedication to professionalism, ethics, and confidentiality.
  • Proficiency with MS Office: Advanced Microsoft Excel, including lookup and reference functions, as well as the ability to extract and integrate data between different applications.
  • Passion for the industry and a constant desire to continually learn and research relevant subject matter.
  • Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
  • Ability to produce high-quality work in a demanding, time-constrained, environment is crucial.
  • Demonstrate initiative, creativity, judgment, maturity, and poise.

Education:

  • Minimum requirements: 5 years of relevant operations and trading experience, or a bachelor's degree in finance or a related field with some Tamarac experience.

With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.

Our core values:

  • Trust: We earn and uphold confidence by acting in the best interests of those we serve.
  • Integrity: We choose the difficult right over the easy wrong.
  • Respect: We value and seek understanding among different perspectives.
  • Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care.
  • Commitment: We are unwavering in our dedication to exceeding expectations.