Analyst, Operations - Mutual Funds
About The Position
Axos is seeking an Analyst who is responsible for participating on an operational team that supports our clients. They help our clients grow by completing daily workloads in an accurate and timely manner. The Analyst demonstrates the ability to support the functions within the team's discipline: New Accounts, Income Processing, Transfers-In, Transfers-Out, Statements, Cash Management/Treasury, Financial Control, Settlements and Mutual Fund Trading. The Analyst can handle more complex items and duties. Other responsibilities may arise as part of our ever-evolving work environment.
Requirements
- HS Diploma
- 3+ years' experience in the financial services industry or related industry
Nice To Haves
- Experience in mutual funds preferred
Responsibilities
- Review, amend and finalize various documents
- Subject Matter expert in your team's discipline
- Provide training to new and existing staff, including departmental overviews for other teams
- Take initiative to participate in and manage special projects and assignments that align to departmental and firm goals
Benefits
- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
- HSA or FSA account and other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
- Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
