Managed Assets Operations Associate
On-site
Core
Administration of shareholder voting processes, voting request escalation, and record retention for managed accounts.
Role type
Associate, operations administration
Builds
Voting records and prospectus mailings for mutual fund purchases
Domain
Financial services / Asset management
Deliverable
dashboards & analysis
Required skills
Microsoft Excel, record retention, data accuracy, prioritization, multi-tasking, vendor interaction, policy compliance, client confidentiality (via careerplan.io/jobs/30ac8ef8-002a-4637-99a6-5197fe75078c-managed-assets-operations-associate-at-da-davidson)
Responsibilities
Daily voting maintenance including adding/deleting accounts and recording ballots, supervising prospectus mailings, providing backup for data reconciliation
Seniority
Entry-level / Associate