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Position Type : Full time
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired : Associate's Degree
Associate's Degree
Travel Percentage : Job Description
Job Description
About the role :
Mutual Fund Trader Overview
Responsible for executing and settling mutual fund trades through a variety of methods. Trades may be placed via automated transmission, faxed, phoned or wired directly to fund companies.
Attention to detail is essential to ensure that trades are executed and settled properly at the correct price. Time critical deadlines must be met to avoid market exposure and potential losses.
Must be pro-active and able to anticipate issues avoiding risk. Must be able to meet department and market time sensitive deadlines while monitoring and clearing internal suspense accounts.
Candidates should possess good analytical and problem solving skills, the ability to handle shifting workloads and priorities, possess excellent customer service skills;
Microsoft Access & Excel skills and the ability to work in a team environment.
What you will be doing :
Analyze and interpret a wide variety of transactions and be conscious of impact to clients and risk to company.
Process a variety of securities and cash related transactions with minimal assistance.
Identify, research and resolve problems, and take necessary actions to balance differences within Trust Support Services Systems and Accounts.
Contact clients when necessary.
Review and verify data input and output.
Research special items and complete special projects as needed.
Retrieve and utilize information from trust system and other data sources.
Other duties as assigned.
What you will need :
Proficient in the use of basic office equipment and tools as well as applications specific to trust systems / processes
Requires strong problem-solving, time management, organizational and data entry skills
Requires attention to detail and the ability to multi-task and adjust schedules to meet deadlines
Ability to work in an organized manner
Ability to maintain confidentiality
Ability to communicate effectively verbally and in writing
Team skills, including the ability to establish and maintain effective working relationships with employees, clients and public
What we offer you :
At FIS, we hire the best. In return, you receive exceptional benefits including :
Opportunities to innovate in fintech
Tools for personal and professional growth
Inclusive and diverse work environment
Resources to invest in your community
Competitive salary and benefits
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients.
For specific information on how FIS protects personal information online, please see the .
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics.
The EEO is the Law poster is supplement document
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test.
ADA Disclaimer : In developing this job description care was taken to include all competencies needed to successfully perform in this position.
All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies.
FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
pridepass
Last updated : 2024-05-23
Full Time
Investment Management
$106k-133k (estimate)
05/25/2024
08/21/2024
fisglobal.com
ORLANDO, FL
>50,000
1968
RACHEL LANDRUM
$10B - $50B
Investment Management
The job skills required for Operation associate include Customer Service, Problem Solving, Communicates Effectively, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Operation associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operation associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Operation associate positions, which can be used as a reference in future career path planning. As an Operation associate, it can be promoted into senior positions as a Senior Operations Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operation associate. You can explore the career advancement for an Operation associate below and select your interested title to get hiring information.