Ultimus Jobs in United States

SUMMARY · The Junior EDGAR Filing Agent/Print Support is responsible for converting and filing documents with the Securities and Exchange Commission (SEC) on EDGAR systems. Additionally, this role will coordinate print jobs for multiple clients and typeset regulatory financial do ...

SUMMARY · The EDGAR Filing Agent is responsible for converting and filing documents with the Securities and Exchange Commission (SEC) on EDGAR systems using desktop software. · KEY ACCOUNTABILITIES · EDGAR CONVERSIONS · Converts and submits level 1-2 EDGAR filings with no guidanc ...

SUMMARY · The Intern, Account Services is integral to our transfer agency operations, focusing on the creation of new accounts, execution of financial transactions, and meticulous record-keeping for our mutual fund clients. Additionally, this role entails minimal direct client in ...

SUMMARY · The Account Services Specialist I is integral to our transfer agency operations, focusing on the creation of new accounts, execution of financial transactions, and meticulous record-keeping for our mutual fund clients. Additionally, this role entails minimal direct clie ...

SUMMARY · The Intern, Shareholder Services is responsible for providing various contact center and transfer agency functions. Additionally, this role will gain mutual fund knowledge and interact directly with shareholders, financial representatives, team members, and management. ...

SUMMARY · The Shareholder Services Specialist I is responsible for providing various contact center and transfer agency functions. This position requires mutual fund knowledge and will interact directly with shareholders, financial representatives, team members and management. · ...

Posted Tuesday, November 18, 2025 at 5:00 AM · Key Accountabilities · Oversees the client relationship management team providing support, guidance, and mentorship to team members. · Ensures understanding of client's current business and key decision makers as well as future produ ...

SUMMARY · The Business Systems Analyst - Retail Alternatives is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services. · KEY ACCOUNTABILITIES · SYSTEM SUPPORT · Documents Broker Dealer and Third-Party Financi ...

A financial services company is seeking a leader to manage client relationships and drive revenue growth. This role involves mentoring team members, addressing client needs, and establishing strategic partnerships within the industry. The ideal candidate should have a Bachelor's ...

SUMMARY · The Senior Legal Administrator leads the provision of legal administration services for Ultimus' mutual fund clients. Additionally, this role will lead the preparation of board materials and regulatory filings, manage regulatory calendars, provide general legal, filing ...

SUMMARY · The Associate Fund Compliance Administrator is responsible for a portion of the daily, monthly, and quarterly workflow as it pertains to compliance for the clients of Ultimus Fund Solutions (UFS.) These activities include monitoring funds to ensure compliance with vario ...

SUMMARY · The Intern, 529 Shareholder Services is responsible for providing various transfer agency functions and maintaining accurate records for 529 Plan clients. Additionally, this role will gain 529 Plan knowledge and interact directly with clients, financial representatives, ...

SUMMARY · The Tax Administrator I is responsible for performing mutual fund regulatory and tax reporting functions in a manner that ensures fund objectives are met for the clients of Ultimus Fund Solutions. · KEY ACCOUNTABILITIES · TAX PREPARATIONS · Prepares estimated year-end i ...

SUMMARY · The VP, Relationship Management is responsible for representing Ultimus Fund Solutions (UFS) on client relationships and developing and retaining assigned client and trust level relationships. Additionally, this role will assist in establishing and meeting firm goals in ...

SUMMARY · The Software Developer II is responsible for the full application lifecycle, contributing to both new development and strategic enhancements of existing systems including Angular UI, .NET Core middle and backend services, SQL Server databases, and enterprise reporting e ...

SUMMARY · The Intern, Financial Administration will mirror the responsibilities of an Associate Financial Administrator I and is responsible for preparing and filing quarterly mutual fund reports in compliance with SEC, IRS, and GAAP reporting regulations, analyzing fund performa ...