Investment Operations Specialist

TITLE: Investment Operations Specialist
LOCATION: Harrisburg, Pennsylvania 17101
ANTICIPATED DURATION: From 02/01/2027 to 01/31/2028

Responsibilities:

• Facilitate back-office and operational processes for investors, including downloading bank reports, uploading files, and entering transactions into internal accounting systems.
• Work with broker dealers and individual banks to maintain the CD program and resolve disputes.
• Transmit batch wire and ACH files to cash management banks.
• Upload cash flows and trades, process orders for checks and deposit tickets, and process CD/TERM rates and transactions.
• Reconcile Lockbox Image and Check Item files and process stop payments and fraud cases through banking partners.
• Resolve transaction discrepancies between accounting systems and bank records.
• Participate in organizational projects involving the Processing team and process CD interest check deposits.

Requirements:

• Advanced experience with Microsoft Outlook, Excel, and Access.
• Excellent written and spoken communication skills.
• Ability to take initiative when handling shifting priorities and staff shortages.
• Ability to analyze and organize data.
• Ability to follow procedures and update procedures when necessary.
• Ability to quickly learn complex concepts and manage multiple priorities under deadline pressure.

Preferred Experience:

• Previous banking experience is highly preferred.
• An associate or bachelor’s degree in finance, economics, accounting, or a related field is preferred.
• One or more years of experience in asset management, financial services, or banking, with specific experience in bank operations and data analysis, is preferred.
• Advanced Visual Basic for Applications (VBA) knowledge is preferred.

The hourly pay rate range for this position is $20.00 to $22.56 (dependent on factors including but not limited to client requirements, experience, statutory considerations, and location). Benefits available to full-time employees: medical, dental, vision, disability, life insurance, 401k and commuter benefits. Synergis is proud to be an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, ethnicity, national origin, religion, age, gender, gender identity, political affiliation, sexual orientation, marital status, disability, military/veteran status, or any other status protected by applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the requirements of applicable state and local laws, including but not limited to, the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act. For immediate consideration, please forward your resume to Applications@Synergishr.com. If you require assistance or an accommodation in the application or employment process, please contact us at Applications@Synergishr.com. Synergis is a workforce solutions partner serving thousands of businesses and job seekers nationwide. Our digital world has accelerated the need for businesses to build IT ecosystems that enable growth and innovation along with enhancing the Total Experience (TX). Synergis partners with our clients at the intersection of talent and transformation to scale their balanced teams of tech, digital and creative professionals. Learn more about Synergis at www.synergishr.com.