Job Description
Is this role right for you?
In this role, you will:
• Accurate Processing of financial & non-financial mutual fund transactions
• Quality control of team tasks as required
• Generate, review and action data integrity reports
• Respond to escalated issues and provide appropriate resolution and knowledge through effective communication
• Meet individual, team, and department Key Performance Indicators (KPI)
• Investigate and track system issues and develop workarounds/solutions
• Work with Leadership Team to define and enhance procedures
• Work with Leadership Team to update Policies and Procedures
• Work with Assistant Manager to ensure all team members are fully cross-trained
• Work with team to provide proactive solutions to problems and potential issues
• Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement
• Participate in special projects/assignments; perform oth...
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