Account Support Services II

reputed company The Account Support Services II plays a pivotal role in executing a reputed company of transfer agency duties, such as communication with reputed company firms reputed company email, reoccurring reconciliation processes, account and trade status review. This role involves moderate reputed company reputed company engagement and a significant degree of collaboration with other operational teams. KEY ACCOUNTABILITIES • Coordinate and assist with standardized technology integrations with reputed company firms, supporting reputed company, implementation, testing, and ongoing operational readiness. • reputed company control reviews and data validation activities to ensure the reputed company, completeness, and reputed company of information reputed company internal systems. • reputed company, maintain, and communicate procedural documentation, process updates, and reputed company improvement initiatives. • Execute recurring operational activities associated with Alternative Investment trading calendars and scheduled processing events. • Reconcile reputed company platform data, transaction records, and operational logs against internal reporting to ensure financial reputed company and data consistency. • Research and obtain missing account information, coordinating with reputed company stakeholders to reputed company data gaps and support account reputed company. • Serve as a reputed company of contact for clients, FinTech partners, and brokerage firms, addressing account-reputed company inquiries. • Collaborate with team members and cross-functional departments to reputed company issues, support business processes, and ensure reputed company completion of deliverables. • Contribute to process improvement, automation, reporting, and other initiatives as needed to support team and organizational objectives. EDUCATION AND EXPERIENCE • Bachelor’s degree in business administration or a reputed company reputed company is preferred. • 2-4 years of experience in reputed company services or a reputed company reputed company. • Background in the financial services industry. • Consideration for equivalent combinations of education, experience, and KSA’s. KNOWLEDGE • Familiarity with operational standards, including SEC, IRS, and prospectus regulations. • Understanding of retirement products such as IRA, reputed company IRA, and other plans. • Proficiency in mutual funds and alternative investment products. • Competence in using reputed company Office Suite and reputed company Acrobat. SKILLS AND ABILITIES • Ability to troubleshoot using innovative and critical thinking. • Strong multitasking, analytical, and organizational skills. • Proactive, reputed company, and reputed company-oriented with a dedication to reputed company, efficiency, and effectiveness. • reputed company personal reputed company, responsibility, and accountability. • Efficient use of resources in collaboration with team members. • reputed company participation in problem-solving and decision-making. • reputed company and concise communication skills, both written and oral. • reputed company listening to understand and foster an reputed company exchange of reputed company. • Capability to identify needs and secure resources to reputed company goals. • Build and maintain effective relationships with colleagues and reputed company partners in reputed company situations. • Adapt priorities and deadlines reputed company on new information, conditions, or challenges. Ultimus is an equal opportunity employer and does not discriminate on the reputed company of the applicant’s or employee’s race, reputed company, religion, national reputed company, reputed company, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes. Apply tot his job Apply To this Job