Mutual Funds Specialist
Mutual Funds Specialist
Join our dynamic team as a Mutual Funds Specialist and play a pivotal role in supporting investor transactions and ensuring seamless account management. This position offers an exciting opportunity to work within a fast-paced financial environment, processing complex mutual fund transactions while providing exceptional service to shareholders. If you are detail-oriented, possess strong communication skills, and thrive in a collaborative setting, this role is your perfect fit.
What You’ll Do:
- Process new accounts, purchases, redemptions, exchanges, and ongoing account maintenance with accuracy and efficiency
- Address shareholder inquiries via telephone, providing clear and professional investment information
- Initiate and authorize financial transactions, ensuring timely and compliant processing
- Calculate share trades, determine dividend distributions, reconcile accounts, and handle complex financial and non-financial transactions
- Maintain compliance with applicable policies, regulations, and ethical standards
- Support and mentor team members, contributing to a positive team environment
- Participate in continuous improvement initiatives and uphold risk management practices
Required Skills:
- 2 to 4 years of post-high school education or equivalent work experience
- Proven ability to perform all transaction types with minimal supervision
- Excellent oral and written communication skills
- Strong mathematical, PC, and customer service abilities
- Analytical mindset with the ability to interpret diverse client and fund information
- Attention to detail and exceptional reading comprehension skills
- Ability to multitask efficiently in a dynamic environment
Nice to Have Skills:
- Working knowledge of the securities and mutual fund industry, including terminology, rules, and regulations
- Previous experience working within the industry or related educational background
- Proficiency in mathematical and computer skills
- Prior customer service experience handling complex client inquiries
Preferred Education and Experience:
- A background in finance, economics, or related fields is advantageous
- Industry experience or relevant post-secondary education preferred
- Experience with mutual fund transactions and regulatory guidelines highly valued
Other Requirements:
- Ability to work in a collaborative team environment
- Flexibility to adapt to changing priorities and deadlines
- Commitment to ethical standards and compliance
Ready to make an impact in the world of mutual funds? Bring your expertise and enthusiasm to our team—apply now to become a key player in delivering outstanding financial services!
The hourly pay rate range for this position is $10.58 to $26.58 (dependent on factors including but not limited to client requirements, experience, statutory considerations, and location). Benefits available to full-time employees: medical, dental, vision, disability, life insurance, 401k and commuter benefits.
Synergis is proud to be an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, ethnicity, national origin, religion, age, gender, gender identity, political affiliation, sexual orientation, marital status, disability, military/veteran status, or any other status protected by applicable law.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the requirements of applicable state and local laws, including but not limited to, the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
For immediate consideration, please forward your resume to asheth@synergishr.com
If you require assistance or an accommodation in the application or employment process, please contact us at asheth@synergishr.com.
Synergis is a workforce solutions partner serving thousands of businesses and job seekers nationwide. Our digital world has accelerated the need for businesses to build IT ecosystems that enable growth and innovation along with enhancing the Total Experience (TX). Synergis partners with our clients at the intersection of talent and transformation to scale their balanced teams of tech, digital and creative professionals. Learn more about Synergis at www.synergishr.com.