Operations Specialist - Mutual Funds Services Account Opening
Core
Lead Specialist responsible for gathering and analyzing information, preparing documentation for opening and maintaining accounts with transfer agencies, updating internal systems, and providing updates to clients throughout the account opening process.
Role type
Lead Specialist, Account Opening
Builds
Account opening and maintenance documentation for mutual funds
Domain
Financial Services / Investment Funds
Required skills
Research and analysis, problem resolution, professional communication, organizational skills, detail orientation, multi-tasking, MS Office
Preferred skills
Investment Funds knowledge, custody operations understanding
Technologies
Internal systems, transfer agency platforms, MS Office
Responsibilities
Analyze Fund's official documents and application forms to prepare account opening documentation; check documentation prepared by other specialists; ensure daily tasks are met with high quality and timeliness; prioritize tasks and work under time pressure; identify and escalate potential issues with high exposure; provide training and assist in the development of new team members; create and update procedures as needed.
Seniority
Senior, hands-on IC