Fee Based Senior Associate - Trading Administration
Core
Provides operational support and administrative assistance for fee-based trading accounts, serving as the liaison between branches and the home office.
Role type
Senior Associate, Trading Administration
Builds
Fee-based account agreements, reconciliations, distributions, and terminations
Domain
Financial Services / Asset Management
Deliverable
product features
Required skills
Fee-based operations, system reconciliation, account management, data analysis, problem solving, document preparation
Preferred skills
Cross-functional collaboration, training delivery, complex issue resolution
Technologies
Standard office equipment, software applications, spreadsheets, databases
Responsibilities
Process new fee-based agreements, answer account-related inquiries, research and resolve complex business issues, maintain data files and records, prepare correspondence and documents, monitor incoming mail, provide training to team members
Seniority
Mid-level, hands-on IC