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Job Requirements of Operations Analyst:
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Employment Type:
Full-Time
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Location:
Chandler, AZ (Onsite)
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Operations Analyst
Position Title: Operations Analyst
LOB (Line of Business): Wealth Management Operations (WMO) – Investment Information Management
Location: 2565 W CHANDLER BLVD, Chandler, AZ 85224
Work Arrangement: Fully onsite
Pay Rate: $21.02/hr
Start Date: ASAP
Expected Duration: 7 Months
Job Description:
As part of the Wealth Management Operations (WMO) – Investment Information Management Organization, the Dividend Specialist (Operations Analyst) is responsible for ensuring the accurate and timely processing of all mutual fund dividend distributions and reinvestments for their assigned mutual fund companies.
This role involves:
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Maintaining distribution calendars for both domestic and international fund groups
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Monitoring email communications from fund agents
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Creating transactions within the dividend system for downstream processing
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Preparing trade logs for manual dividend reinvestments
Responsibilities:
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Analyze various quality control reports
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Research ledger variances
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Maintain control metrics and reporting
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Collaborate in a team environment and independently as needed
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Work a minimum of 40 hours per week; significant overtime required during year-end
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Adhere strictly to attendance and punctuality standards
Required Skills:
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Proficiency in Microsoft Excel
Desired Skills:
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Bachelor's degree in Finance or Accounting
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0–2 years of experience in a related field
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Familiarity with mutual fund industry concepts, practices, and procedures is a plus