What are the responsibilities and job description for the Fulfillment Coordinator position at Ultimus Fund Solutions?
SUMMARY
The Fulfillment Coordinator is responsible for coordinating the printing and mailing of shareholder reports, prospectuses, prospectus supplements, and other regulatory mailings for Ultimus’ mutual fund clients.
KEY ACCOUNTABILITIES
- Maintains regulatory mailing information in calendars and databases.
- Prepares and coordinates requests for shareholder counts in connection with the regulatory mailing process.
- Reviews, reconciles, and coordinates payment of invoices.
- Assists in the development of procedures, processes, and system enhancements in connection with the regulatory mailing process.
- Performs daily administration operations, as needed.
WORKING RELATIONSHIPS
- Works closely with various business units at Ultimus, including the Legal Administration, Fund Administration, Transfer Agency, and Printing teams, as well as outside vendors and Ultimus clients, to facilitate the delivery of regulatory mailings and client fulfillment needs.
- Responds to various client inquiries and requests relating to regulatory mailings or shareholder files.
May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE
- An undergraduate degree from an accredited college or university.
- 1-3 years of fulfillment, regulatory mailing, transfer agency, or shareholder servicing experience for a financial services company.
KNOWLEDGE
- Strong understanding of the day-to-day services provided by Ultimus.
- Financial services industry.
- Microsoft Office Suite.
- Adobe Acrobat.
SKILLS AND ABILITIES
- Client service skills with an aptitude to understand the clients’ basic needs and how they are related to the clients’ business needs.
- Troubleshoots issues utilizing creative and critical thinking skills.
- Multitasking, analytical, and organizational skills.
- Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
- Demonstrates and exercises personal integrity, responsibility, accountability, and good judgement.
- Effectively uses resources such as time and information in conjunction with associates.
- Participates in solving problems and making decisions.
- Presents and expresses ideas and information, written and oral, clearly, and concisely.
- Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
- Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
- Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
- Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.
Equivalent education, experience, and KSA’s will be considered.
Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.