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About the role
Key responsibilities & impact- Complete assigned daily transactional tasks accurately, consistently, and on time
- Execute routine operational activities in accordance with established processes and guidelines
- Demonstrate strong attention to detail when processing tasks, reviewing data, and maintaining records
- Support small and/or non-complex clients, tasks, or projects under direct supervision
- Assist with medium- and long-term tasks as directed by management
- Contribute to assigned projects by completing defined components or deliverables
- Maintain organized documentation, records, and supporting materials
- Use Microsoft Office tools (including Excel, Word, and Outlook) to support daily tasks and reporting needs
- Follow instructions and escalate questions or issues to appropriate team members
- Participate in training and learning activities to build role-specific knowledge and skills
Requirements
What you’ll need- 1+ years of relevant experience with prior experience or exposure to Mutual Fund operations or the financial services industry preferred
- Proven attention to detail with the ability to perform accurate, repeatable tasks
- Working knowledge of Microsoft Office, including Excel, Word, and Outlook
- Ability to follow structured processes and detailed instructions
- Basic time management and task prioritization skills
- Proven organizational skills
- Ability to work effectively under direct supervision in a team-oriented environment
- Willingness to learn and grow within the role
Benefits
Comp & perks- Professional development opportunities
- Exposure to core business processes
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
attention to detailtime managementtask prioritization
Soft Skills
organizational skillsability to follow instructionsteam-orientedwillingness to learn
