Colorado Springs, CO
Job Title: Tax & Operations Specialist
Business Line: Wealth Management – The Corundum Group – Colorado Springs
Reports To: Vice President of Operations – The Corundum Group
FLSA Status: Exempt
Salary Range: $55,000 – 75,000
Our mission is to establish long-term, mutually beneficial financial relationships with our clients, team members and community. We will:
The Operations Specialist is responsible for processing the back-office needs of The Corundum Group, including transaction processing, reconciliation, reporting and overall management of the core portfolio management system, Advent Portfolio Exchange (APX). Regularly communicates with other operations staff on critical account and systems information. Manages tax processing of funds and client individual tax returns.
Note: This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.
Please email your resume and completed application to HR@centralbancorp.com