"Alerted.org

Responsibilities

+ Supervise others working within established operational systems.

+ Supervise a team providing administrative and service operations support and have deep expertise in the service operations provided by that team.

+ Help others get the most out of internal communications systems by offering support and advice. Execute a communications plan within established internal communication systems and procedures.

+ Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.

+ Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

Knowledge of

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

+ Intermediate mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement.

+ Principles and practices of customer relations and communications.

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

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

Skills

+ Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications.

+ Deliver required services to clients to the required standards.

+ Plan, organize, and execute the steps it takes to achieve higher efficiencies.

+ Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.