a Custody Operations Specialist to support our Custody Operations Mutual Fund Income and Revenue Team. Some responsibilities...
: Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines..., and various other departments as required. Establishes and maintains strong working relationships with mutual fund representatives...
of a variety of complex mutual fund transaction requests for mutual fund companies and their shareholders; including new account... and fund liquidations. Researches shareholder requests to ensure compliance with SEC, STA, and internal policies and procedures...