Mutual Fund Account Services Specialist (Team Lead) I St. Petersburg, FL

Responsibilities

• Desire to pursue leadership as a career path. This could be associate coaching, assisting with interviews, conducting associate 1:1s and involvement with managing associate performance.
• Assist in the training of new associates, and documents their progress and milestones. Reports successes, and identifies concerns to department leadership.
• Drives departmental projects, including requirements gathering, documentation, functional analysis and testing as needed.
• Determines and identifies gaps around departmental policies and procedures.
• Directs the review of lower level associates work for accuracy and completeness. Identifies areas of strengths/weaknesses and outlines process for improvement or growth.
• Assists other areas of the department with various functions when volume is high and/or staffing levels are low. Delegates assignments and resources within department to accommodate periods of fluctuations.
• Provide operational support by performing a range of routine activities using existing systems and protocols.
• Build effective working relationships within the internal client organization and contribute to the management of the partnering relationship, delivering high-quality professional services within established routines or as part of an agreed project.
• Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.
• Use data management systems to access specific information as and when required.
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Knowledge of:
• Complex investment concepts, practices, procedures and industry regulations related to Mutual Funds.
• Intermediate mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement.
• Principles and practices of customer relations and communications.
• Excel, Word, Outlook and other applications as needed.
• MS Office sufficient to create letters, documents and send emails.

Requirements

• Identify financial events that affect transfers/balancing.
• Reconcile and correcting complex commission discrepancies.
• Research complex issues to provide timely, accurate, analytical and supportive responses to system or procedure changes.
• Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet critical deadlines.
• Supports business processes by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
• Uses clear and effective verbal communications skills and provide technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
• Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Analyze data trends for use in reports to help guide decision making.
• Uses an understanding of numerical concepts to perform mathematical operations such as report analysis.
• Select, deploy and get the best results from the most appropriate office system.
• Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Education
• Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
• Work Experience
• General Experience - 7 to 12 months
• Certifications
• Travel
• Less than 25%
• Workstyle
• Hybrid
• The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance

Benefits

Additional Information

Job Description Summary Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation. Job Description Hybrid Work Environment : This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL Corporate Office.

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Company Intel

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