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Remote Mutual Fund Accounting Jobs in Indiana (NOW HIRING)

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Remote Mutual Fund Accounting information

What is remote mutual fund accounting?

Remote mutual fund accounting involves managing and recording the financial transactions, valuations, and regulatory reports of mutual funds from an off-site location, often using secure digital tools and platforms. Professionals in this role ensure accurate calculation of a fund's net asset value (NAV), monitor compliance with financial regulations, and maintain detailed records of investments and expenses. The remote aspect allows for greater flexibility, but still requires strong attention to detail, knowledge of accounting standards, and secure access to sensitive financial data. Successful remote mutual fund accountants are adept at using specialized accounting software and collaborating virtually with colleagues and clients.

What is the difference between Remote Mutual Fund Accounting vs Remote Fund Operations Specialist?

AspectRemote Mutual Fund AccountingRemote Fund Operations Specialist
Primary ResponsibilitiesReconciliation, NAV calculation, financial reportingTrade processing, settlement, client account management
Required SkillsAccounting, finance, regulatory complianceOperations, trade systems, client service
CertificationsCPA, CFA often preferredOperations certifications may be advantageous
Work EnvironmentFinancial firms, asset managers, remote optionsAsset management firms, financial institutions, remote roles

Remote Mutual Fund Accounting focuses on financial reconciliation and reporting, while Remote Fund Operations Specialists handle trade processing and client accounts. Both roles require financial knowledge and often share similar work environments, but their core functions differ within the fund management process.

What are some common challenges faced by professionals working in remote mutual fund accounting, and how can they be managed?

Remote mutual fund accountants often face challenges such as maintaining clear communication with team members, managing time zone differences, and ensuring data security while accessing sensitive financial information from various locations. To overcome these, it’s important to establish regular check-ins with colleagues, use secure cloud-based accounting platforms, and stay organized with digital workflow tools. Employers typically provide training on security protocols and encourage the use of collaboration software to support efficiency and accuracy in remote settings.

What are the key skills and qualifications needed to thrive as a Remote Mutual Fund Accountant, and why are they important?

To thrive as a Remote Mutual Fund Accountant, you need a solid background in accounting or finance, often supported by a bachelor’s degree and relevant work experience. Familiarity with fund accounting software, advanced Excel skills, and knowledge of financial reporting standards such as GAAP are typically required. Strong attention to detail, analytical thinking, and effective communication are crucial soft skills for accurately managing data and collaborating remotely. These competencies ensure precise fund valuation, compliance with regulations, and seamless coordination with stakeholders in a virtual environment.
What are popular job titles related to Remote Mutual Fund Accounting jobs in Indiana? For Remote Mutual Fund Accounting jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Remote Mutual Fund Accounting jobs in Indiana look for? The top searched job categories for Remote Mutual Fund Accounting jobs in Indiana are:
What cities in Indiana are hiring for Remote Mutual Fund Accounting jobs? Cities in Indiana with the most Remote Mutual Fund Accounting job openings:
Remote Mutual Fund Accounting jobs near you
Infographic showing various Remote Mutual Fund Accounting job openings in Indiana as of July 2026, with employment types broken down into 74% Full Time, 6% Part Time, 1% Temporary, and 19% Contract. Highlights an 72% Physical, 5% Hybrid, and 23% Remote job distribution.
Client Relationship Manager

Client Relationship Manager

Mutual of America Financial Group

Indianapolis, IN • Remote

$65K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Mutual of America Financial Group
Job Title: Client Relationship Manager
Location:  Ohio, Indiana, Kentucky (remote) 

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary: 

The Client Relationship Manager (CRM) position will focus on engaging, building and strengthening their region’s existing client base. The Client Relationship Manager will report to the Director, Senior Client Relationship Manager.  

Responsibilities:

  • Build and maintain long-term relationships with clients and key personnel
  • Manage the day-to-day operations and servicing of group retirement plan clients
  • On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks
  • Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner
  • Meet with clients (board members, committees, and C-suite executives) to conduct plan review meetings
  • Manage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.)
  • Coordinate plan support services (audit support, 5500’s, NDT testing) with home office to ensure services are delivered timely and accurately
  • Engage in client retention and growth objectives within assigned book of clients
  • Seek opportunities for client service model enhancements and identify opportunities for increasing plan contributions (payroll integration, plan design enhancements, etc.)
  • Work closely within the regional team to coordinate appropriate delivery of MOA services
  • Work with Plan Sponsor and Participant Account Specialist to design participant education campaigns
  • Conduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when Participant Account Specialist is unavailable)
  • Leverage existing client relationships for new opportunities within the region
  • Attend client events (with regional team) to enhance relationship
  • Salesforce upkeep (input client contact data, update plan information, manage client tasks).

Required Qualifications:

  • Excellent business writing, presentation, and public speaking skills
  • Comfortable presenting in front of groups & C-suite executives
  • Client relationship management experience
  • Ability to handle pressure, prioritize, and multitask during a business day
  • Ability to work flexible hours
  • Active FINRA Series 6, and SIE or must be obtained within the first year of employment
  • Valid driver’s license

Preferred Qualifications:

  • Bachelor’s Degree
  • Prior work experience in group retirement plan industry
  • Knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and enhanced understanding of retirement plan rules & regulations.

What we offer you:

  • Competitive base salary
  • Annual Bonus
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(k) Match: 100% Employer Match on up to 6% of employee contributions (Salary and Incentive Comp)
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays 

The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance.  

Base Salary Range: $65,000 - $90,000

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law. 

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