Fee Based Senior Associate - Trading Administration
Core
Provides support across operational activities, acting as a primary point of contact between branch offices and the Home Office to assist with account servicing, maintenance, updates, and problem resolution.
Role type
Senior Associate, Trading Administration
Builds
Fee-based agreement processing, system reconciliation, account distributions, and terminations
Domain
Financial Services / Asset Management
Required skills
Fee-based operations, system reconciliation, account servicing, data analysis, problem solving, document preparation, training delivery
Preferred skills
Securities industry operations knowledge, process flow management, regulatory compliance
Technologies
Standard office equipment, software applications, spreadsheets, databases
Responsibilities
Process new fee-based agreements, answer calls regarding fee-based accounts, research and resolve complex business issues, maintain data files and records, prepare letters and memos, monitor incoming mail, provide training to team members
Seniority
Mid-level, operational support