Robert Half International Brokerage Services Manager in Pittsburgh, Pennsylvania
Robert Half Management Resources has an exciting new opportunity for an Investment Operations Accounting Manager who will be responsible supervising, tracking, and evaluating day-to-day activities of their direct reports on Asset Management and Control Team. The position will assist with developing and implementing systems for collecting, analyzing, verifying and reporting information. This is a contract-to-hire opportunity, located on-site in Pittsburgh but will then move to a hybrid mix of remote/on-site.
Serves as point of contact for situations regarding guidance and intervention of a more senior person.
Assists in recruiting and hiring accounting and financial staff and conducts performance evaluations.
Coordinates training programs for new staff and identifies training needs for current staff.
Directs the work of employees in lower job classifications.
Strong all-around understanding of the securities industry; Understands regulatory and tax issues related to client brokerage accounts
Oversee daily operations of their direct reports; Process driven with the ability to deliver and meet all deadlines.
Possess flexibility and a collaborative approach.
Perform ad hoc analysis and project work as requested; Self- starter capable of working on multiple deliverables with minimal supervision.
Become well versed in the systems utilized by the Staff Accountants working for them; Knowledge of National Financial Services LLC or Fidelity processes and systems a plus.
Document internal operating procedures. Assist with developing and implementing procedures by analyzing current procedures; recommending changes to enhance fraud prevention and risk mitigation programs. Assist with responding to auditor requests
Monitoring appropriate reconciliations and reports to ensure proper books and records are kept and all standards are being met; escalating and resolving any issues in a timely manner.
Respond to and resolve escalated client inquiries timely; Actively participate in client meetings or conference calls; conduct web-based demos
Perform review of monthly team goals before submission to Team Leader;
Monitor regular performance of direct reports; Assist with annual reviews and evaluations of personnel supervised
Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.
Some limited travel may be required
Perform other related duties as assigned
If you are interested in this or other accounting and finance jobs in Pittsburgh, please contact us at (412) 338-8790
Looking for more than just a job? Management Resources will partner with you to provide resume guidance, provide interview coaching (both virtual and face-to-face), and help you to assess your career goals. We want to be the team to help you find the next great step in your career, but if we aren't, we will at least help you in that endeavor.
Bachelor’s degree in Accounting or Business Administration required.
Current Series 27 License or ability to obtain within 1 year of hire is preferred.
A minimum of five years of experience in a Staff Accounting and/or Broker Dealer Cashiering or Operations position
Experience in overseeing staff
Ability to quickly learn new systems, processes, and technology;
Ability to work in fast-paced, high-pressure environment with tight deadlines
Interacting with clients in a consultative way
Excellent verbal and written communication skills; Excellent interpersonal and customer service skills
Proficient in Microsoft Office Suite or related software; Ability to manipulate large amounts of data; knowledge of data analysis techniques; Strong numeracy and analytical skills
Excellent organizational skills and attention to detail
Ability to direct and supervise
Critical thinker and problem-solving skills; Ability to make sound decisions and give guidance to their direct reports
Sense of ownership and pride in your performance and its impact on company’s success
Strong understanding of accounting, finance, and management principles.
Excellent understanding of US tax regulations as well as brokerage and retirement regulations and willingness to comply with all local, state, federal, and company regulations
Robert Half Management Resources matches senior-level financial consultants with remote or on-site jobs for interim and long-term opportunities in areas such as internal auditing, mergers and acquisitions, tax initiatives, and much more. Our staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was named to Forbes’ inaugural list of America’s Best Temporary Staffing Firms.
Questions? Call your local office at 1.888.490.3195. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.