Mutual Fund Representative

DST Systems, Inc

(Kansas City, Missouri)
Full Time
Job Posting Details
About DST Systems, Inc
DST Systems, Inc. is a leading provider of strategic advisory, transformative technologies, and operations outsourcing to the financial and healthcare industries.
Summary
Mutual Fund Representatives utilize DST-designed and built software and systems to evaluate, verify and process financial transactions and service requests from multiple parties in the Financial Services Industry: shareholders, third-party entities,institutions, broker/dealer operations, or fund companies. Our Associates research and resolve transactions in a deadline driven atmosphere, using mainly computer-based communication and tools.
Responsibilities
* Assess processing requests to determine the nature or type of action being requested and accurately process each requested financial and non-financial transaction. * Evaluate and/or verify service requests for each requested financial and-financial transaction including, but not limited to purchases, redemptions,maintenance, transfers, exchanges, and new account set-ups. * For each processed transaction, verify all appropriate paperwork has been collected and completed accurately. * Research and follow up on outstanding items necessary to complete the transaction. * Research identified problems, document findings and return transactions with issues/errors to the processor for resolution.
Ideal Candidate
**Minimum Qualifications:** * High School diploma or equivalent **Preferred Qualifications:** * Bachelor's degree * Problem solving and numerical reasoning skills; ability to analyze data and take action * Career oriented, highly motivated, and self-starting individual * Highly detail oriented * Ability to work in a fast-paced, team environment * Experience handling money * Efficient time management with strong organizational skills * Experience with tax rules and investment procedures helpful

Questions

Answered by on
This question has not been answered
Answered by on

There are no answered questions, sign up or login to ask a question

Want to see jobs that are matched to you?

DreamHire recommends you jobs that fit your
skills, experiences, career goals, and more.