Mutual Fund Trading Support Specialist

Responsibilities

• Provide operational support by performing a range of routine activities using existing systems and protocols.
• Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
• Create a local document management system for an office or department.
• Find the most effective ways to respond to routine functional inquiries.
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Qualifications

• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
• High School (HS)
• General Experience - 7 to 12 months

Skills

• Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
• Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
• Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
• Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).
• Selects, deploys, and gets the best results from the most appropriate office system.
• Develops, monitors, interprets, and understands policies and procedures, while making sure they match organizational strategies and objectives.

Benefits

• Total compensation includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Pay

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Schedule

The position follows a hybrid-friendly schedule, with in-office days being 3 per week in one of the following locations: St. Petersburg, FL, Southfield, MI, or Memphis, TN.