Ops Intrmed Specl-MFS Acct Op - NJ

New Jersey  ‐ Onsite
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Description

Description:
The Operations Intermediate Specialist - MFS Account Opening performs high level specialized operational fund account opening activities in support of the firm's business lines. S/he is a subject matter specialist typically dealing with moderately complex issues as they relate to his/her area of focus.

These activities include; fund account document review and execution, communication with fund companies, processing and recording, reporting and acknowledgement, and reconciliation.The Mutual Funds Specialist is responsible for the accurate and timely fund account openings, confirmation of the accounts and status updates on US and Offshore mutual funds. The Specialist will be part of a team assigned to analyze, report and execute mutual fund account openings and related fund account projects.

Securities Processing: Process transactions. Verify information. Manage daily volume. Perform intraday and end of day reconciliation of daily work. Help to ensure all deadlines and requirements are being met. Client Service: Provide superior client service. Ensure timely response to internal and external requests. Follow up on open inquiries. Risk Management: Help to identify and document errors in an effort to reduce exposure. Interact with other departments on resolution of issues. Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure.

Gain efficiencies to improve individual productivity: Contribute to Division or Firm process improvement activities. Assist in the development and production of monthly management reporting. Assist team members with day to day activities when needed/providing backup.

Processing: Prepare and execute required fund documentation. Investigate and respond to inquiries related to fund account openings- Correctly reflect fund accounts on systems. Maintain and review daily department reports pertaining to mutual fund account openings Risk Management: Manage associated fund account projects. Assist with defining procedures and controls

Qualification: Education level and/or relevant experience(s) BS/BA degree or equivalent work experience. 1 to 2 years of Global Custody experience. Knowledge and skills (general and technical) Proven knowledge of one or more product area within Operations and its process. Ability to perform technical responsibilities of the job with a high level of competence. Aptitude for thorough and timely research, analysis and resolution of a problem. Ability to communicate professionally through effective verbal and written skills. Strong organizational skills. Ability to multi-task and effectively juggle assignments. Ability to work in a team environment. Ability to meet deadlines and work under pressure. Proactive self starter who is detail and goal oriented.

Start date
n.a
Duration
6 months
From
Software Specialists
Published at
11.02.2017
Project ID:
1286571
Contract type
Freelance
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