Operations Support (Mutual Funds) Location: Columbus, OH 43219 Duration: 06 Months Pay Rate: $20.00 ... Troubleshoot live mutual fund order entry and trade adjustment inquires * Able to assist the field ...
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Operations Support (Mutual Funds) Location: Columbus, OH 43219 Duration: 06 Months Pay Rate: $20.00 ... Troubleshoot live mutual fund order entry and trade adjustment inquires * Able to assist the field ...
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Operations Support (Mutual Funds) Location: Columbus, OH 43219 Duration: 06 Months Pay Rate: $20.00 ... Troubleshoot live mutual fund order entry and trade adjustment inquires * Able to assist the field ...
Dublin, OH · On-site
The Senior Fund Accountant will Provide high level operational support for the Meeder Funds and Mutual Funds Service Co. Also, will provide additional assistance to the Director of Fund Accounting ...
Dublin, OH · On-site
The Senior Fund Accountant will Provide high level operational support for the Meeder Funds and Mutual Funds Service Co. Also, will provide additional assistance to the Director of Fund Accounting ...
Dublin, OH · On-site
The Senior Fund Accountant will Provide high level operational support for the Meeder Funds and Mutual Funds Service Co. Also, will provide additional assistance to the Director of Fund Accounting ...
Dublin, OH · On-site
The Senior Fund Accountant will Provide high level operational support for the Meeder Funds and Mutual Funds Service Co. Also, will provide additional assistance to the Director of Fund Accounting ...
Columbus, OH · Hybrid
$70K - $95K/yr
Manage operational changes with TA and distribution partners, ensuring all updates and corporate actions (via DTCC's Mutual Fund Profile Service ("MFPS") and Mutual Fund Information Exchange "MFIX ...
Columbus, OH · Hybrid
$70K - $95K/yr
Manage operational changes with TA and distribution partners, ensuring all updates and corporate actions (via DTCC's Mutual Fund Profile Service ("MFPS") and Mutual Fund Information Exchange "MFIX ...
Columbus, OH · On-site
$55K - $80K/yr
This role partners across Transfer Agency teams to maintain core recordkeeping operations while ... Mutual fund or financial services industry experience is preferred. * Hands-on experience with ...
Columbus, OH · On-site
$55K - $80K/yr
This role partners across Transfer Agency teams to maintain core recordkeeping operations while ... Mutual fund or financial services industry experience is preferred. * Hands-on experience with ...
In addition to mutual fund knowledge, you will bring deep knowledge of registered and private funds' administration, onboarding, and platform operational processes to support private banks ...
In addition to mutual fund knowledge, you will bring deep knowledge of registered and private funds' administration, onboarding, and platform operational processes to support private banks ...
Columbus, OH · On-site
In addition to mutual fund knowledge, you will bring deep knowledge of registered and private funds' administration, onboarding, and platform operational processes to support private banks ...
Columbus, OH · On-site
In addition to mutual fund knowledge, you will bring deep knowledge of registered and private funds' administration, onboarding, and platform operational processes to support private banks ...
In addition to mutual fund knowledge, you will bring deep knowledge of registered and private funds' administration, onboarding, and platform operational processes to support private banks ...
In addition to mutual fund knowledge, you will bring deep knowledge of registered and private funds' administration, onboarding, and platform operational processes to support private banks ...
Columbus, OH · On-site
$85K - $150K/yr
In addition to mutual fund knowledge, you will bring deep knowledge of registered and private funds' administration, onboarding, and platform operational processes to support private banks ...
Columbus, OH · On-site
$85K - $150K/yr
In addition to mutual fund knowledge, you will bring deep knowledge of registered and private funds' administration, onboarding, and platform operational processes to support private banks ...
Columbus, OH · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Columbus, OH · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Columbus, OH · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Columbus, OH · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Columbus, OH · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Columbus, OH · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Columbus, OH · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
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Columbus, OH · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... Manage the day-to-day operations and servicing of group retirement plan clients * On an ongoing ...
Bachelor's degree in Accounting, Business Administration, Finance, or a related field; advanced degree preferred. * 8 to 12 years of experience in P&C operations, investment operations, fund ...
Bachelor's degree in Accounting, Business Administration, Finance, or a related field; advanced degree preferred. * 8 to 12 years of experience in P&C operations, investment operations, fund ...
Experience needed in post-trade/portfolio compliance for mutual funds, IRS/SEC 1940 Act regulations ... fund valuation activities in coordination with the Operations - Transaction Services team. The ...
Experience needed in post-trade/portfolio compliance for mutual funds, IRS/SEC 1940 Act regulations ... fund valuation activities in coordination with the Operations - Transaction Services team. The ...
Columbus, OH · On-site
$161K - $215K/yr
... Mutual (FM) standards. * Lead enterprise facility data management, including building records ... Experience with multi-site operations in large organizations. * Strong knowledge of industrial ...
Columbus, OH · On-site
$161K - $215K/yr
... Mutual (FM) standards. * Lead enterprise facility data management, including building records ... Experience with multi-site operations in large organizations. * Strong knowledge of industrial ...
Dublin, OH · On-site
$16.50 - $21.25/hr
The position combines client support, sales execution, and operational coordination-handling ... Utilize fund analysis tools and internal systems to strategically leverage Meeder's client ...
New
Dublin, OH · On-site
$16.50 - $21.25/hr
The position combines client support, sales execution, and operational coordination-handling ... Utilize fund analysis tools and internal systems to strategically leverage Meeder's client ...
New
Hilliard, OH · On-site
Cash handling duties including preparation of tills, change fund maintenance, and preparation of ... Oversees the day- to-day operations within the policies and guidelines set forth by K1 Speed.
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Hilliard, OH · On-site
Cash handling duties including preparation of tills, change fund maintenance, and preparation of ... Oversees the day- to-day operations within the policies and guidelines set forth by K1 Speed.
Hilliard, OH · On-site
Oversees the day- to-day operations within the policies and guidelines set forth by K1 Speed ... Promotes mutual respect. Being pleasant with others on the job and displaying a good-natured ...
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Hilliard, OH · On-site
Oversees the day- to-day operations within the policies and guidelines set forth by K1 Speed ... Promotes mutual respect. Being pleasant with others on the job and displaying a good-natured ...
$60K - $69.2K
16% of jobs
$71.2K is the 25th percentile. Wages below this are outliers.
$69.2K - $78.5K
41% of jobs
$87.4K is the 75th percentile. Wages above this are outliers.
$78.5K - $87.7K
18% of jobs
$87.7K - $96.9K
7% of jobs
$96.9K - $106.1K
7% of jobs
$106.1K - $115.4K
2% of jobs
$115.4K - $124.6K
3% of jobs
$124.6K - $133.8K
0% of jobs
$133.8K - $143K
1% of jobs
$143K - $152.3K
1% of jobs
$152.3K - $161.5K
2% of jobs
$60K
$89.8K
$161.5K

$22/hr
Contractor
Re-posted 13 days ago
A Mutual Funds Wealth Management Branch Service Professional that will provide industry leading service to Brokerage branch personnel by taking incoming calls regarding the Mutual Funds and 529 product and services.
Hours:
Candidates must be available to work an 8 hour shift within the timeframe of 8 AM - 6 PM
Responsibilities include:
• Provide world class customer service to field facing counterparts in all interactions
• Ability to handle a high volume of requests in a fast paced environment.
• Be self-motivated and able to work in a strong team and high activity environment
• Troubleshoot live mutual fund order entry and trade adjustment inquires
• Able to assist the field with mutual fund journal requests
• The ability to deliver and review 529 plans offered
• Apply firm policies and procedures on 529 account opening and maintenance
• Ability to provide paperwork documentation needed for new account opening, change of broker-dealer, and rollover requests
QUALIFICATIONS
• Bachelor's degree preferred or equivalent education or experience
• Financial experience required; mutual fund experience preferred
• Inbound call experience required
• Excellent interpersonal and client service skills
• Effective written and verbal communication skills
• Strong attention to detail and excellent judgement
• Organizational skills, attention to detail and excellent follow up skills
• Ability to research and resolve problems and service inquiries and escalate when appropriate
• Strong computer skills including Microsoft Suite
• Be self-motivated and able to work in a strong team and high activity environment
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