Mailroom Operations Specialist

Ultimus Fund Solutions • Cincinnati, OH

1d

About The Position

The Mailroom Operations Specialist is responsible for providing various mailroom functions and maintaining accurate records for mutual fund clients.

Requirements

• 1-3 years of relevant experience in client services or related field.
• Printer and Fax Scan Machine.
• Microsoft Office Suite.
• Adobe Acrobat.
• Troubleshoots issues utilizing creative and critical thinking skills.
• Multitasking, analytical, and organizational skills.
• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
• Demonstrates personal integrity, responsibility, and accountability.
• Effectively uses resources such as time and information in conjunction with associates.
• Participates in solving problems and making decisions.
• Presents and expresses ideas and information, written and oral, clearly, and concisely.
• Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
• Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
• Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.
• Equivalent education, experience, and KSA’s will be considered.

Responsibilities

• Proficiently coordinates opening, logging, and scanning of account-related paperwork, including returned mail.
• Ensures that outgoing mail for the organization is sent out daily through USPS, UPS, and FedEx Print correspondence letters and forms, and mails as needed.
• Proficiently maintains in-house and offsite records retention files for the entire transfer agency.
• Learns and utilizes Ultimus transfer agent recordkeeping and workflow system.
• Learns and performs end of day check reconciliation.
• Pulls boxes for offsite storage vendors.
• Sends documents via Fax.
• Deposits and reviews the investment checks for banking compliance.
• Contact with 3rd party vendors for offsite document storage and mail courier.
• Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc.
• May perform other duties as required and assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed