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.
• Experience mitigating risk and excellent written and verbal communication skills.
• Proficiency in 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

The salary range for this role is [insert actual salary range here]. This role is also eligible for bonus or incentive opportunities.

Schedule

This role is eligible for a hybrid work schedule that balances flexibility with the need for in-person collaboration.