Operations Associate III - Mutual Funds

Job Description

Job Description What is the opportunity? As an Operations Associate III in 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 also provide superior customer service via phone, email and other systems while processing paperwork without errors. If you have exceptional attention to detail, enjoy fast paced challenging work and are looking for the next opportunity, we want to hear from you! What will you do? Research, respond to, and follow up as required to questions from other Operations departments, branch offices, Mutual Fund companies, and management staff Accurately review, verify, and/or record data into technology supporting department processes. Understand department procedures, processes and required accountabilities in the area or department in which the incumbent works. Refers to department manuals for instructions and task assignments for the specific role Provide routine follow up to check on status of the mutual funds business from varying Mutual Funds companies Reduce risk by suggesting process changes and modifications as appropriate Act as a resource for other Operation’s team members What do you need to succeed? Must-have 4-year degree from an accredited university (or equivalent). Or High school diploma (or equivalent) and 2 years of job related experience Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality Ability to think critically, process complex work, investigate and inquire Strong PC skills with knowledge of the Microsoft Office package Excellent customer service and telephone skills Nice-to-have Previous experience balancing/reconciling accounts Brokerage back office operations experience Ability to integrate Excel and Access databases into daily work What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Flexible work/life balance options Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business The good-faith expected salary range for the above position is $45,000 - $70,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditio

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