SUMMARY. The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services. KEY ACCOUNTABILITIES. SYSTEM SUPPORT. Documents client requirements and maintains shareholder recordkeeping system to meet client needs. Troubleshoots and resolves issues. Runs periodic batch and reporting jobs. Reviews and approves client output. May assist with vendor and client ...
SUMMARY. The Assistant Manager, Shareholder Services oversees the Transfer Agent Contact Center team of Ultimus Fund Solutions in conjunction with the Manager, AVP, and VP, Shareholder Services. Additionally, this position role will require high level interaction with shareholders, fund clients, financial representatives, vendors, team members and department management. KEY ACCOUNTABILITIES. SHAREHOLDER AND FINANCIAL REPRESENTATIVE SUPPORT. Coord...
SUMMARY. The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services. KEY ACCOUNTABILITIES. SYSTEM SUPPORT. Documents client requirements and maintains shareholder recordkeeping system to meet client needs. Troubleshoots and resolves issues. Runs periodic batch and reporting jobs. Reviews and approves client output. May assist with vendor and client ...
SUMMARY. The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services. KEY ACCOUNTABILITIES. SYSTEM SUPPORT. Documents client requirements and maintains shareholder recordkeeping system to meet client needs. Troubleshoots and resolves issues. Runs periodic batch and reporting jobs. Reviews and approves client output. May assist with vendor and client ...
SUMMARY. The Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services. KEY ACCOUNTABILITIES. SYSTEM SUPPORT. Documents client requirements and maintains shareholder recordkeeping system to meet client needs. Troubleshoots and resolves issues. Runs periodic batch and reporting jobs. Reviews and approves client output. May assist with vendor and client ...
SUMMARY. The VP, Marketing is responsible for managing all corporate and business development marketing functions including the vision, strategy, and execution, working closely and in concert with the CEO and the EVP, Sales. Additionally, this role contributes to the ongoing growth and direction of the marketing activities while working with various departments across Ultimus. KEY ACCOUNTABILITIES. MARKETING STRATEGY. Collaborates with the CEO an...
SUMMARY. A Legal Administrator II provides legal administration services for Ultimus Fund Solutions’ mutual fund clients. Additionally, this position prepares board materials and regulatory filings, manages regulatory calendars, provides general legal, filing and governance support, and may oversee other client-related matters. KEY ACCOUNTABILITIES. LEGAL ADMINISTRATION. Prepares client registration statement updates, client SEC filings and forms...
SUMMARY. A Legal Administrator II provides legal administration services for Ultimus Fund Solutions’ mutual fund clients. Additionally, this position prepares board materials and regulatory filings, manages regulatory calendars, provides general legal, filing and governance support, and may oversee other client-related matters. KEY ACCOUNTABILITIES. LEGAL ADMINISTRATION. Prepares client registration statement updates, client SEC filings and forms...
SUMMARY. The Account Service Specialist II is responsible for providing various transfer agency functions and maintaining accurate records for mutual fund and alternative investment clients. Additionally, this position will require limited direct interaction with clients and extensive interaction with team members. KEY ACCOUNTABILITIES. ALTERNATIVE INVESTMENTS. Establishes alternative investment new accounts by entering customer information from ...
SUMMARY. A Legal Administrator II provides legal administration services for Ultimus Fund Solutions’ mutual fund clients. Additionally, this position prepares board materials and regulatory filings, manages regulatory calendars, provides general legal, filing and governance support, and may oversee other client-related matters. KEY ACCOUNTABILITIES. LEGAL ADMINISTRATION. Prepares client registration statement updates, client SEC filings and forms...
SUMMARY. A Legal Administrator II provides legal administration services for Ultimus Fund Solutions’ mutual fund clients. Additionally, this position prepares board materials and regulatory filings, manages regulatory calendars, provides general legal, filing and governance support, and may oversee other client-related matters. KEY ACCOUNTABILITIES. LEGAL ADMINISTRATION. Prepares client registration statement updates, client SEC filings and forms...
SUMMARY. The Manager, Account Services is responsible for the transfer agent operations team requiring direct interaction with clients, financial representatives, vendors, and associates. Additionally, this role will contribute to the development and performance of team members, the processes used by them, and holds team members accountable for their work. KEY ACCOUNTABILITIES. ACCOUNT SERVICES. Performs a sweep of workflow on an as needed basis ...
