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GWIM Senior Operations Representative - Trade Support

Jacksonville, Florida;

Job Description:

The Operations Rep is responsible for processing mutual fund, collective investment fund, and money market fund trades for Institutional Retirement plan clients.  The Operations Rep is responsible for working with Global Funds Trade Support as well as fund companies and their transfer agent to ensure all trade orders run smoothly.

Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.

Responsibilities include:

  • Monitor trading system for Retirement Plan clients
  • Ensure the timely and accurate processing of all fund trades
  • Review large orders for accuracy
  • Review and reprocess trading rejects
  • Research and resolve client inquiries
  • Update and maintain procedures as required

Required Skills:

  • The incumbent should have strong analytical skills and be detail oriented
  • Good written and verbal communication skills are required as well as the ability to communicate on the phone with fund companies and other parties
  • The candidate should have a firm understanding of mutual funds, collective investment funds and able to handle multiple functions in a high volume environment
  • Proficient PC Skills and applied experience with MS Word and Excel (V Lookups, Pivot tables and charts)

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday-Friday; 8:00am-5:00pm

Referral Bonus Amount:

0

Job Description:

The Operations Rep is responsible for processing mutual fund, collective investment fund, and money market fund trades for Institutional Retirement plan clients.  The Operations Rep is responsible for working with Global Funds Trade Support as well as fund companies and their transfer agent to ensure all trade orders run smoothly.

Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.

Responsibilities include:

  • Monitor trading system for Retirement Plan clients
  • Ensure the timely and accurate processing of all fund trades
  • Review large orders for accuracy
  • Review and reprocess trading rejects
  • Research and resolve client inquiries
  • Update and maintain procedures as required

Required Skills:

  • The incumbent should have strong analytical skills and be detail oriented
  • Good written and verbal communication skills are required as well as the ability to communicate on the phone with fund companies and other parties
  • The candidate should have a firm understanding of mutual funds, collective investment funds and able to handle multiple functions in a high volume environment
  • Proficient PC Skills and applied experience with MS Word and Excel (V Lookups, Pivot tables and charts)

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21080086

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Taylor Lewis

Referral Bonus:

0