Operations Associate III - Mutual Funds
About The Position
As an Operations Associate III on the Mutual Funds team, you will work directly with mutual fund companies and financial advisors to ensure mutual fund business is processed in a timely manner. You will provide customer service by phone, email, and other systems while processing paperwork accurately. The role requires attention to detail and the ability to work in a fast-paced, challenging environment. You will research and respond to questions, review and record data, follow department procedures, monitor the status of mutual fund business, suggest process changes to reduce risk, and serve as a resource for other Operations team members.
Requirements
- A four-year degree from an accredited university or equivalent; alternatively, a high school diploma or equivalent and two years of job-related experience.
- Ability to handle multiple priorities in a fast-paced, deadline-driven environment.
- High attention to detail and ability to maintain confidentiality.
- Ability to think critically, process complex work, investigate, and inquire.
- Strong PC skills, including knowledge of Microsoft Office.
- Excellent customer service and telephone skills.
Nice To Haves
- Previous experience balancing or reconciling accounts.
- Brokerage back-office operations experience.
- Ability to integrate Excel and Access databases into daily work.
Responsibilities
- Research, respond to, and follow up on questions from other Operations departments, branch offices, mutual fund companies, and management staff.
- Accurately review, verify, and/or record data in technology supporting department processes.
- Understand and follow department procedures, processes, and accountabilities, referring to department manuals for instructions and task assignments.
- Follow up with mutual fund companies to check the status of mutual fund business.
- Suggest process changes and modifications as appropriate to reduce risk.
- Act as a resource for other Operations team members.
- Provide customer service by phone, email, and other systems while processing paperwork accurately.
Benefits
- Comprehensive Total Rewards Program, including bonuses and flexible benefits.
- Competitive compensation, commissions, and stock where applicable.
- 401(k) program with company-matching contributions.
- Health, dental, vision, life, and disability insurance.
- Paid time-off plan.
- Coaching and managing opportunities to support development.
- Flexible work/life balance options.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across the business.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
