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CAREERS
Oakbrook Solutions (www.oakbrooksolutions.com), a professional consulting services and staffing firm focused exclusively on the wealth management industry, has multiple career opportunities for individuals with any of the following experience:
Various Consulting Positions
Specific Industry Experience (Must have one or more): Wealth/Investment Management, Private Banking, Trust/Custody, Broker/Dealer, Family Office, Retirement Services
Years of Industry Experience (Must have): 5 to 25+
Position Types: Project Management and PMO, Business Analysis, Process/Workflow/BPM Analysis, Strategic, Testing, Development (Mainframe, Windows-Based, Web), Operations (Management and Processing), Administration, Investments, Training
Functional Expertise (Global and/or Domestic): Corporate Actions, Income Processing, Cash and Asset Reconciliation, Trading, Securities Movement and Control, STP, Account Administration and Processing, Mutual Fund Processing, Performance Measurement, Portfolio Management, Fee Processing, Client Reporting, Tax and Regulatory, Interfaces, Data Conversion
Industry Vendor System Expertise: SEI (Trust 3000, etc.), Sungard (Advantage, Global Plus, Charlotte, Series 11, etc.), ATS (AMTRUST, etc.), Metavante (TrustDesk), Northern Trust (TrustRite), AccuTech (AccuTrust Gold), Innovest (InnoTrust), Advent, Charles River, Others
PC Skills: All standard operating systems and software (MS Office, Project, Visio, Outlook, Access, etc.)
Professional: Client-oriented, strong written and verbal communication, creative, ability to work independently and as part of a team
Please submit your resume for consideration to: careers@oakbrooksolutions.com for US based positions.
If you desire consideration for European positions, please submit your resume to careerseurope@oakbrooksolutions.com.
Equal Employment Opportunity
Oakbrook Solutions is committed to equal employment opportunity. We will not
discriminate against employees or applicants for employment on any
legally-recognized basis including, but not limited to: race, color, religion,
sex, national origin, age, and physical or mental disability.
You may discuss equal employment opportunity related questions with
your supervisor or any other member of management.
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