Careers with Archer

Operations Specialist

The Operations Specialist position at Archer offers exposure to multiple functions within investment operations providing middle and back office support for our clients. The Operations Specialist role is primarily responsible for transaction processing, new account onboarding, reconciliation, and providing exceptional client service. This position is a remote position.

Responsibilities:

  • Establish new accounts and process account maintenance items
  • Investigate and resolve all cash and position exceptions across accounts
  • Validate and process cash transactions in client accounts
  • Execute daily control tasks
  • Validate New Accounts, Account Maintenance Transactions and Cash Flows to ensure accuracy
  • Identify and resolve issues with custodians, banks, and brokers
  • Respond to various requests from intermediaries in a timely and professional manner
  • Participate in department projects as needed
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