"Alerted.org

Responsibilities:

+ Processes various basic department related reports and utilizes departmental databases as well as 3rd party applications

+ Answer calls and questions on operational topics and account maintenance.

+ Contacts internal/external customers including fund companies to resolve account maintenance issues/requests

+ Monitors reports related to general maintenance issues; notifying advisors on actions concerning client positions

+ Understands client needs, identifies root causes of problems, and implements pragmatic solutions.

+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

+ Participates in general User Agreement Testing (UAT) for systems and new process implementation.

+ Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards.

+ Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.

+ Maintain files and records.

+ Ensure a positive experience for internal clients by having courteous interactions with them.

+ Assess compliance with established standards and protocols for routine inquiries.

+ Support others by carrying out basic data management tasks.

+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Knowledge of:

+ Basic investment concepts, practices, procedures and industry regulations related to Mutual Funds

+ Basic mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, and averages

+ Principles and practices of customer relations and communication

+ Excel, Word, Outlook and other applications as needed.

+ MS Office sufficient to create letters, documents and send emails.

Skills:

+ Supports business processes by understanding and effectively using standard office equipment and standard software packages.

+ Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.

+ Plan, organize, prioritize and oversee activities to efficiently meet business objectives.

+ Develop appropriate plans or perform necessary actions based on recommendations and requirements.

+ Analyze data trends for use in reports to help guide decision making.

+ Uses an understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.

+ Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

+ Select, deploy and get the best results from the most appropriate office system.