Associate - Mutual Funds
On-siteBirmingham, Alabama, United States
Job Summary
Support the Mutual Fund and AIP Operations team by performing routine data entry, compiling, validating data, and conducting clerical production activities such as proof, reconciliation, and posting. Assist with research, resolve basic problems, and answer general customer inquiries while maintaining prompt attendance and understanding team expectations. Provide back-up coverage for team-specific tasks, keep management informed of unusual requests or issues, and develop relationships with other departments. Identify potential new processes to increase efficiency and accuracy within the team. Requires a Bachelor's degree in business or finance, SIE or FINRA licensing, and proficiency in Microsoft Office 365. Schedule includes four days in the office and one day at home after training.
Required Qualifications
- Bachelor's degree in business, finance or related field or equivalent work experience
- SIE (Securities Industry Essentials) or ability to obtain within 2 months of employment (or already FINRA licensed)
- Effective communication skills - oral and written, with an emphasis on customer service
- Strong critical thinking and analytical skills with high attention to detail
- Adaptable to change in a highly regulated industry
- Proficiency in Microsoft Office 365 applications
- Basic experience with database query building and/or SQL experience
- 4 days in the office, 1 day at home (after the training period)
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