Summary from listing
The Mutual Funds Processing Associate processes approved mutual fund documentation, enters trade orders, clients, and plans into production systems, resolves trade rejections, coordinates with head office and fund companies, and manages document flow and storage. The role requires strong attention to detail, customer service, analytical and communication skills, MS Office proficiency, and at least two years of industry experience or equivalent education and experience. It reports to the MF Processing Manager and offers extended health care, professional development support, a hybrid work schedule, parking, and coffee and snacks.
