ABD Fund Coord Interm Job

ABD Fund Coord Interm (Job Number: 1316178)

Description

Coordinates organizational filings which consists of new funds and classes being introduced to the mutual funds industry. Responsible for completion of complex BlueSky organizational filings for all states including new fund filings, terminations and name changes.

ORAL COMMUNICATION SKILLS: Presents to or exchanges information with members of own department and occasionally outside of the work group. Participates in group meetings to exchange status, data, etc. Responds to moderately complex inquiries. Relays to, and gathers routine information from employees and/or outside vendors, customers or the public. Develops agendas/programs.

WRITTEN COMMUNICATION SKILLS: Composes routine correspondence and documentation within area. Prepares, formats and edits routine to complex documents. Composes routine correspondence.

CLIENT CONTACTS: Begins to build contacts within the organization. Demonstrates respect and professionalism and promptly, efficiently and courteously meets day-to-day needs.

LEADERSHIP: Provides occasional guidance to team members within the functional area.

QUALITY: Errors have moderate impact. Identifies errors or problems and independently investigates; recommends solutions to team members or supervision. Coordinates data preparation, reviews operations documentation and recommends changes to improve operating objectives and/or compliance.

SUPERVISION RECEIVED: Works under general supervision. Provided detailed instructions on how to complete new assignments.

Qualifications

KNOWLEDGE: Demonstrates thorough understanding of primary duties and the skills required to accomplish them accurately and safely at a competent level.

EDUCATION: Some college course work or equivalent experience. Major:

JOB-RELATED EXPERIENCE: A minimum of two years

Primary Location: Lynnfield, MA, US
Internal Jobcode: 30847
Job: Asset Servicing
Organization: GFI Client Service Delivery-HR08950

November 8, 2013 • Tags:  • Posted in: Financial

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