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About the role
• Pre-screen, prepare and input all financial and various non-financial transactions by standard cut off times. Includes but is not limited to: account set-up; address changes, investor changes, redemptions, purchases, switches, non-complex NIGOs, direct trade and wire order placement and settlement • Monitor and clear Workflow/Capture items within Service Level Agreements(SLA)
What they're looking for
- 3+ Years of Mutual Fund industry experience
- Unitrax
- Raise is an established hiring firm with over 65 years of experience. We believe strongly in making the world a better place through work, which is why we’re a certified B Corporation and donate 10% of our profits to charity
- We have a dedicated webpage for accommodations where you can learn more about what we offer and request accommodation: https://raise.jobs/accommodations/
More about this role
- Pay Rate: $27.00/hr
- Contract Length: 6 Months
We at Raise are hiring a Mutual Fund Administrator - Proficient for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising demand. We’re hiring right now; if you’re interested, apply below for your chance to join a great place to work
• Pre-screen, prepare and input all financial and various non-financial transactions by standard cut off times. Includes but is not limited to: account set-up; address changes, investor changes, redemptions, purchases, switches, non-complex NIGOs, direct trade and wire order placement and settlement
• Monitor and clear Workflow/Capture items within Service Level Agreements(SLA)
• Apply all quality control procedures
• Reconciliation and settlement of daily trades
• Daily deposits and cheque processes
• Message all accounts where unusual actions have occurred
• Audit Transactions, question procedures, suggest improvements to processes and give accurate feedback to team members to help reduce errors and ensure a high accuracy rate
• Communicate effectively with both internal and external client groups
• Work with Manager to update...
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