Investment Operations Specialist
Content + Source + Freshness • 12 Dec 2025 • 95% confidence
Offer value
Excellent opportunity at a well-respected bank, emphasizing operational efficiency and client engagement, with a favorable salary and significant room for professional development.
- Hourly salary: $20.00 - $27.35
- Robust training opportunities in investment operations
- Valuable experience in a leading financial institution
- Requires 4+ years of relevant experience
Pros
- Salary range: $20.00 - $27.35 per hour
- High potential for cross-training in investment operations
- Strong focus on customer service and operational excellence
Cons
- Experience in investment operations may be a barrier for entry
- Fast-paced environment may not suit everyone
- Requires on-site presence most of the week
Who it's for
Mid-level • Hybrid/On-site
Good fit
- Finance professionals with a focus on operations
- Candidates skilled in project management and multitasking
- Individuals keen on improving client satisfaction
Not recommended for
- Candidates without a background in finance or investment
- Those who prefer isolated work or minimal collaboration
- Entry-level job seekers
Motivation fit
Key skills
About the job
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Performs a variety of operational duties within an assigned area of Investment Operations. Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information. Verifies account entries, ensures totals balance and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied. Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.
Basic Qualifications
- High school diploma or equivalent
- Four or more years of related experience
Preferred Skills/Experience
- Advanced knowledge of the investment operations particulary IRA's
- Thorough knowledge of the computer applications used in the assigned area
- Strong ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to operate various types of office equipment
- Strong customer service and relations skills
- Ability to identify and resolve/escalate problems
- Advanced mathematical and/or accounting skills
- Good data entry skills
- Effective verbal and written communication skills
This role is hybrid. Team members who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working days.
#USBOps #TPSS
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $24.86 - $27.35
