Job Description

Get To Know The Team: 

As the Financial Services Operations Supervisor, you will be responsible for leading and developing a team of associate level transfer agency representatives responsible for delivery service excellence to our clients and their shareholders. Within the Transfer Agency, we provide back-office financial services to Mutual Fund Clients and their investors.  These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more.