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Ultimus Fund Solutions · 1 day ago

Fulfillment Coordinator

Hauppauge, NY, USA

Full-time

Onsite

Entry Level

1+ years exp

Ultimus Fund Solutions is seeking a Fulfillment Coordinator who will be responsible for coordinating the printing and mailing of shareholder reports and other regulatory mailings for mutual fund clients. The role involves maintaining regulatory mailing information, coordinating requests for shareholder counts, and assisting in the development of related procedures and processes.

ConsultingFinanceFinancial ServicesInformation Technology

Responsibilities

Maintains regulatory mailing information in calendars and databases

Prepares and coordinates requests for shareholder counts in connection with the regulatory mailing process

Reviews, reconciles, and coordinates payment of invoices

Assists in the development of procedures, processes, and system enhancements in connection with the regulatory mailing process

Performs daily administration operations, as needed

Works closely with various business units at Ultimus, including the Legal Administration, Fund Administration, Transfer Agency, and Printing teams, as well as outside vendors and Ultimus clients, to facilitate the delivery of regulatory mailings and client fulfillment needs

Responds to various client inquiries and requests relating to regulatory mailings or shareholder files

May perform other duties as required and assigned

Qualification

Regulatory mailing experienceFinancial services knowledgeMicrosoft Office SuiteAdobe AcrobatClient service skillsAnalytical skillsOrganizational skillsCreative thinkingCommunication skills

Required

An undergraduate degree from an accredited college or university

1-3 years of fulfillment, regulatory mailing, transfer agency, or shareholder servicing experience for a financial services company

Strong understanding of the day-to-day services provided by Ultimus

Financial services industry

Microsoft Office Suite

Adobe Acrobat

Client service skills with an aptitude to understand the clients' basic needs and how they are related to the clients' business needs

Troubleshoots issues utilizing creative and critical thinking skills

Multitasking, analytical, and organizational skills

Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness

Demonstrates and exercises personal integrity, responsibility, accountability, and good judgement

Effectively uses resources such as time and information in conjunction with associates

Participates in solving problems and making decisions

Presents and expresses ideas and information, written and oral, clearly, and concisely

Actively listens to others to achieve understanding and supports an open exchange of ideas and information

Identifies needs, arranges for, and obtains resources to accomplish individual and department goals

Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations

Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion