Ops Intrmed Specialist IMFS
Perform reporting and review of client activity in US investment funds.
Respond to US fund information requests on clients and client activity and coordinate with clients/client service groups as required.
Perform reporting and review of distribution of fund materials to clients.
Review, research and respond to client inquiries
Assist team in coordinating custom reporting and perform research and analysis.
Proficiency using windows-based applications, including MS Office applications such as Word, Excel, PowerPoint, and Access
Problem-solving and analytical skills; Possesses the ability to solve difficult problems through proposing and implementing effective solutions.
Proactive and results oriented
Strong organizational skills; Asks good questions and looks beyond the obvious
Proven ability to demonstrate a high level of client service by exceeding the expectations of both internal and external clients
Demonstrated ability to work in a team oriented environment.
Excellent communications skills, both oral and written; Communicates concisely and with clarity, regardless of form; Strong listening, investigative, analytical, and negotiation skills, with close attention to detail
Organizational skills and ability to multi task
Attention to detail