Mutual Fund Support Representative performs tasks associated with the trading of mutual funds.
Must have a high school diploma or the equivalent and intermediate level knowledge of the mutual fund industry and processes. Two years’ experience in the financial services industry is required. Financial industry licenses are preferred.
Typing of 40-45 wpm and 10-key skills preferred. Must be able to do math calculations with percentages and fractions. Must be able to communicate clearly verbally and in written format. Must be able to design an Excel spreadsheet and Word documents using intermediate level functions. Must be able to research and reconcile trading accounts.
Must pay attention to details and maintain an organized workflow. This position requires strong analytical skills involving complex information. Must have strong problem-solving skills to identify root causes and implement problem solutions. Must be able to negotiate skillfully in tough situations. Must be able to build and maintain rapport with internal and external clients. Must be able to juggle tasks and priorities to meet rapidly changing deadlines.
This position is currently not accepting applications.
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