Shareholder Services Operations Transformation, Officer - Quincy

Only for registered members Quincy, United States

2 weeks ago

Default job background
$70,000 - $118,750 (USD)

Job summary

We are actively hiring a Shareholder Services Operations Transformation Officer to drive operational change and process improvement for new and existing business.

Responsibilities

  • Successfully execute daily cash and share processing to the external custodian in support of the new WindWise Fund-of-Funds product launch.
  • Monitor the WindWise settlement process to ensure there are no failures or reconciliation items; partner internally with the Investment Solutions Group Operations team to resolve issues related to the fund-of-funds structure.

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