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You will be required to comply with a Code of Ethics which covers the number of obligations related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Responsibilities:
Description % of Time Spent
* Provide routine and non-standard/complex transaction processing services (e.g., purchases, redemptions, exchanges, transfers, systematic plans, etc.), maintenance services (e.g., change of address, beneficiary, etc.), and new account establishment following defined policies and procedures to mutual fund shareholder accounts. Ensure proper documentation and authorization is received, reviewed, handled appropriately following completion of transaction. Provide timely and thorough responses to mutual fund shareholders, distribution partners, and internal/external business partners through various communication means (written correspondence, email, phone, internet, and fax) regarding requests for information, inquiries, and/or issues following research and solution identification. Handle escalated calls and complex/difficult related requests. Advice and consult with senior team members as appropriate. Provide report monitoring services, research and resolve rejected transactions. Maintain number and quality of transactions processed according to established guidelines, take ownership of work through processing and quality control of routine and non-standard/complex price dependent and non-price dependent tasks. 70%
* Maintain knowledge of mutual fund products and services, system capabilities, and rules and regulations through proactive research and discussion with subject matter experts. Recommend ideas on ways to improve efficiency and quality of procedures and processes. Learn and research methods used by other departments and competitors. Assist in the implementation of new work procedures and processes. 15%
* Represent the company in a professional manner that fosters a long-term relationship through education with shareholders and distribution partners to ensure retention and accumulation of assets. 10%
* Perform other job-related duties or special projects as required. 5%
Thank you !!
Full Time
IT Outsourcing & Consulting
$107k-162k (estimate)
03/17/2024
05/16/2024
ampcus.com
CHANTILLY, VA
50 - 100
2010
Private
KAZHUMKIL SALIL SHANKARAN
$50M - $200M
IT Outsourcing & Consulting
Ampcus provides cloud computing, cybersecurity, digital transformation and web development services for businesses.
The job skills required for Mutual Fund Specialist include Planning, Written Communication, Trading, Financial Services, Attention to Detail, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Mutual Fund Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Mutual Fund Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Mutual Fund Specialist positions, which can be used as a reference in future career path planning. As a Mutual Fund Specialist, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Mutual Fund Specialist. You can explore the career advancement for a Mutual Fund Specialist below and select your interested title to get hiring information.