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Title

Mutual Fund Support Representative 

EOE Statement We are an Equal Opportunity Employer.  
Category Investment Services  
Description

                   Mutual Fund Support Representative performs tasks associated with the trading of mutual funds.
 

  • Communicates with mutual fund companies to verify trades, maintain share balances, and execute trades
  • Processes new omnibus trading accounts, reconciling settlement
  • Generates and reviews reports related to trading functions including FundSERV trading, electronic trading, manual trading, product restrictions, and pricing
  • Scans documents related to the trading function

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. 

 
Position Requirements

Minimum Requirements:

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.

 

 
Full-Time/Part-Time Full-Time  
Position Mutual Fund Support Representative  
Exempt/Non-Exempt Non-Exempt  
Location Trust Company of America  
About the Organization Since 1972, Trust Company of America (TCA) has been a champion of Registered Investment Advisors, dedicated to helping them realize their full potential. TCA is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs.

Here at TCA, we firmly believe that your clients should be in charge - of their practice, their growth and their clients' financial futures. That's why we provide the technology and support needed to run their business their way.

 

This position is currently not accepting applications.

To search for an open position, please go to http://TrustCompanyofAmerica.appone.com




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