Mutual Funds Trading Operations Specialist

About the role

MFO is a cross-functional team handling multiple functions within Mutual Fund Operations, including Trading, Dividends, Sub Accounting, and Vendor Relationships.

Responsibilities

• Maintain a good working relationship with external Clearing Correspondents, Mutual Fund Companies, and Transfer Agents.
• Collaborate with internal business partners to ensure seamless operations.
• Adapt to change and manage heavy volume or change situations effectively.

Requirements

• Minimum of 2+ years’ experience with back-office operations in a brokerage or financial services firm.
• Complex problem-solving skills, strong analytical, research, data entry, and prioritization abilities.
• Proven experience collaborating across business units and understanding and mitigating risk.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Outlook, Excel, and Word.

Qualifications

• Bachelor's degree preferred.
• Series 7 & 63 licenses preferred.
• Experience with vendor relations or sub accounting relative to Mutual Funds.
• Positive attitude during times of heavy volume and/or change.
• Strong interpersonal and teamwork skills.
• Detail-oriented and able to maintain accuracy while processing large volumes of work under strict time constraints.

Benefits

Includes a competitive benefits package such as a 401(k) with company match, Employee stock purchase plan, paid time off, sabbatical, tuition reimbursement, health, dental, and vision insurance.

Pay

TBD

Schedule

Hybrid Work and Flexibility approach balancing workplace flexibility, client service, and in-person collaboration.