JOB RESPONSIBILITIES/MAIN FUNCTIONS - Management of the EU High Risk notification requested by our asset management partners. - Management of the Mutual Fund onboarding queue. - Responding to mutual funds and ETF inquiries by advisors and supervision. - Uploading factsheets, monthly reports, weekly calls, etc. - Updating mutual fund (including ETF) database on a quarterly basis. - Updating the cypher system as requested. - Active operational functionalities with mutual funds (i.e. setting up mutual funds in Pershing, other functions related to onboarding mutual funds). - Zoom management, agenda, and appointment management. - Taking notes and preparing memos for specific committees. - Ad hoc requests related to job functions. JOB REQUIREMENTS (EDUCATION AND EXPERIENCE) - Bachelor’s degree in business administration or related field. Minimum of 2 years of work-related experience in a professional office setting. SKILLS AND CAPABILITIES - Initiative. - High attention to detail and accuracy. - Good communication skills both written and verbal. - Customer service attitude, team player, and proactive. - Bilingual (English/Spanish) a must. - Knowledge in the operation of laptops/desktops and Microsoft Office (Word, Excel, PowerPoint, and Outlook). Career Level - IC1 #J-18808-Ljbffr