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Job Description:Responsible for supporting the day-to-day functions within Digital Directs Advisory and Mutual Fund businesses, as well as assisting in multiple projects related to the integration. Key responsibilities include but are not limited to:
- Assist with the monthly reconciliation of advisory billing to ensure accuracy prior to fees being assessed to the client accounts.
- Monitor and respond to inbound internal service request related to Advisory products and Mutual Funds.
- Support the daily onboarding and maintenance of Advisory accounts.
- Partner with Operations and Trading departments to help resolve issues.
- Aid in the setup of new Mutual Funds onto the retail trading platform.
- Lead the Mutual Fund attributes reconciliation efforts to align data between internal product database and support vendors.
- Creation and review of various Mutual Fund and Advisory reports needed to confirm proper controls are in place across the lines of business.
- Collaborate with members of the team to create and execute test plans related to anticipated changes in business processing.
- Help maintain project plans and departmental policy and procedure documents.
Skills Required: - Ability to handle multiple tasks in a fast paced working environment.
- Highly proficient in Microsoft Office (Excel and Power Point).
- Strong verbal and written communication skills.
- Ability to partner with cross functional teams.
- Previous brokerage operations experience a plus.
Please submit your resume for consideration. Once submitted, feel free to contact Gaurav atfor additional information. Approx. Duration: 7 months About Hired by Matrix Hired by Matrix, Inc. founded in 1986, is a certified Woman-Owned Business Enterprise (WBE) dedicated to providing the highest quality of job opportunities to our candidates and staffing services to our clients. We are a full-service staffing firm with experience recruiting and delivering for IT, Accounting & Finance, Administrative & Clerical, Clinical & Scientific, and Marketing disciplines. Our long history in the staffing industry and dedication to excellence are the key differentiators that have fueled our success for over 30 years. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days and a 401k option with a company match after one year.Equal Opportunity EmployerWBENC CertifiedWOSB CertifiedWe work hard to match our candidates with the right career opportunities. Let us find you a #MatrixMatch so you can reach your career goals! Connect with us on LinkedIn and see how we can impact your career! Hired by Matrix Career Center: https://www.hiredbymatrix.com/find-work/open-positions/Please submit your resume for consideration. Once submitted, feel free to contact for additional information. Approximate Duration: 6 months About Hired by MatrixHired by Matrix, Inc. founded in 1986, is a certified Woman-Owned Business Enterprise (WBE) dedicated to providing the highest quality of job opportunities to our candidates and staffing services to our clients. We are a full service-staffing firm with experience recruiting and delivering for IT, Accounting & Finance, Administrative & Clerical, Clinical & Scientific, and Marketing disciplines. Our long history in the staffing industry and dedication to excellence are the key differentiators that have fueled our success for over 30 years. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days and a 401k option with a company match after one year.Equal Opportunity EmployerWBENC CertifiedWOSB CertifiedWe work hard to match our candidates with the right career opportunities. Let us find you a #MatrixMatch so you can reach your career goals! Connect with us on LinkedIn and see how we can impact your career! Hired by Matrix Career Center: https://www.hiredbymatrix.com/find-work/open-positions/