The selected candidate will be responsible for the fulfillment of transactions within Team NAV (net asset value). The functions within the team are Transfers Out to OFI and Estate Payouts. The selected candidate will complete same day transactions providing an exceptional client experience. The candidate will acquire extensive Investment knowledge and will also act as a referral point for other team members for the applicable policy, process and procedure. The business hours are Monday – Friday, from 8:30 AM – 5:00 PM.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree