Mutual Fund Assistant
Americo
Mutual Funds Assistant
Ozark National Life Insurance is hiring a full-time Mutual Funds Assistant to join our team!
The hours for this position are Monday Friday, 8:00 AM 4:30 PM, on site at our downtown Kansas City, MO office location.
Overview
The Mutual Funds Assistant will directly support N.I.S. Financial Services, Ozark National Life, Registered Principals, and Customer Service. This role focuses on data entry, application processing, and administrative support while ensuring accuracy, organization, and timely completion of tasks.
Key Responsibilities
- Provide excellent service to customers and Registered Representative Services.
- Review and enter data into AS400, as well as copy and image new applications.
- Prepare and send correspondence to agents and clients.
- Review and forward additional purchases to various mutual fund companies.
- Process address changes and ensure updates are communicated to mutual fund companies.
- Complete monthly blotter updates.
- Add or detach policies to new and existing mutual funds.
- Open and distribute incoming mail to employees and departments.
- Assist with monthly, quarterly, and annual projects.
- File and image correspondence accurately.
Required Qualifications
- Strong written and verbal communication skills.
- Strong organizational skills with attention to detail.
- Ability to learn and adapt to new procedures and technology.
- Ability to prioritize workload effectively.
- High school diploma or equivalent required.
Preferred Qualifications
- Previous data entry or administrative experience, preferably in financial services or insurance.
Ozark National Life Insurance is a wholly owned subsidiary of Americo Financial Life and Annuity Insurance Company.
AmericoVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Mutual Fund Assistant in Kansas City, MO vacancy
$90k - $157.5k
...State Street is an industry leader in providing administrative fund services to both Hedge Fund and Private Equity managers within... ...disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for...SuggestedTemporary workFlexible hours$55k - $88.75k
State Street is seeking a candidate for a regulatory reporting role based in Kansas City, Missouri. Responsibilities include leading project calls, managing regulatory calendars, and developing client relationships. A strong background in finance and relevant tools such...Suggested- Chenega Agile Real Time Solutions, LLC is seeking a full-time System Administrator in Kansas City, Missouri, responsible for managing and maintaining electronic security systems. This role involves performing system maintenance, installations, and troubleshooting for security...SuggestedFull time
- A technical services provider is seeking a System Admin in Missouri. The role involves analyzing and supporting a range of systems, managing Linux environments, and ensuring security compliance. Candidates must have active CompTIA Security+ certification and at least three...Suggested
- Chenega Security SBU is looking for a System Administrator to work in Kansas City. This full-time role involves managing, integrating, and maintaining electronic security systems for the Government's security environment. The ideal candidate will have LenelS2 and Milestone...SuggestedFull timeContract work
- Chenega Corporation seeks a full-time System Administrator in Kansas City. The role involves integrating, managing, and maintaining electronic security systems, supporting servers, software, and security platforms. Responsibilities include system maintenance and collaboration...Full time
- ...information, resolve issues, and support business initiatives. ~ Assist with audit preparation and provide supporting documentation for... ...LLC, we foster a culture of teamwork, collaboration, and mutual respect. We believe that our employees are our greatest asset, and...Weekly pay
Safe Haven Security
Kansas City, MO1 day ago - ...to Director of Accounting Position Objective The Bright Futures Fund is seeking an Accountant that will support the financial data requirements... ...characterized by a high level of acceptance, cooperation and mutual respect Qualifications Bachelor’s degree in accounting of...Full timeWork at office
Catholic Diocese of Kansas City-St Joseph
Kansas City, MO4 days ago $50 - $60 per hour
...or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (...Hourly payContract workWork experience placementRemote workFlexible hoursData Annotation
Independence, MOa month ago- Black & Veatch Corporation is seeking a Senior Analyst for the Energy Markets team, based in Overland Park, KS. This role involves transferring knowledge, enhancing relationships, and contributing to quality assurance on multiple projects. Ideal candidates will have a Bachelor...
- ...leading key modeling updates to keep pace with ISO and utility plans Anticipates and resolves technical problems with occasional assistance from others Analyzes and applies best‑practice knowledge of the relevant industries Preferred Qualifications Engineering degree...Work experience placementWork at officeFlexible hours3 days per week
- ...attack. Tracking and coordinating known cyber vulnerabilities following them to completion and ensuring all are properly closed out. Assist in system monitoring and remediation to manage security alerts and identify/reduce false positives. Development cyber security...Permanent employmentLocal area
Envision
Kansas City, MO3 days ago - ...for Endpoint, Carbon Black) Intermediate scripting or query experience (Python, PowerShell, SQL, or YARA‑L/ SIEM query languages) to assist with automation or custom searches. Prior MSSP or multi‑tenant environment experience Additional advanced certifications: GCIA,...Temporary workShift work
Foresite Cybersecurity
Overland Park, KS4 days ago $88.9k - $128.4k
This group assists clients with a full range of transfer pricing issues, including design of practical and efficient transfer pricing... ...including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates...Work experience placementWork at officeLocal area$40 per hour
A cybersecurity technology company is seeking experienced cybersecurity professionals to evaluate AI-generated security content and solve technical security problems. This role allows you to work remotely on your own schedule, and projects are compensated at $40+ per hour...Hourly payRemote workDataAnnotation
Kansas City, MO5 days ago- Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life. Are you looking for a fulfilling career with a dynamic company...Immediate startRemote workFlexible hoursAfternoon shift2 days per week1 day per week
North American Savings Bank
Kansas City, MO5 days ago - JOB FUNCTIONSInterview members from assigned branches applying for residential mortgages to make certain all pertinent information/data is collected.Perform preliminary analysis of mortgage applications to make certain that member(s) qualify for the loan based upon the...Temporary workWork at office
Vantage Credit Union
Kansas City, MO5 days ago - Description Are you a progressive mortgage originator who would like to join and award-winning Community bank that has all the tools to sustain and grow your business? Consumers National Bank is a progressive and dynamic organization that is expanding our mortgage markets...
Consumers Bancorp
Mission, KS4 days ago - ...clients on the Lendage mortgage products and the application process. Assist clients in completing mortgage applications, including the... ...members. Financial support in times of hardship with our Achieve Care Fund. A safe place to connect and a commitment to diversity and...
ACHIEVE
Kansas City, MO3 days ago - Under minimum supervision, this position will market and originate mortgage loans that meet regulatory and investors guidelines to be sold on the secondary mortgage market. Primary Duties: Gather all information necessary for documentation, analysis, disclosure and underwriting...Local area
Bell Bank
Overland Park, KS9 days ago - Fireclay Partners is looking for an Investment Banking Analyst starting in Summer 2026 in Kansas City, MO. The role involves building financial models, creating client materials, and supporting buy-side and sell-side execution. Ideal candidates will have a Bachelor's degree...Summer workInternship
- ...partners. Collaborate with the acquisitions, development, accounting, and property management teams to conduct due diligence and assist in the execution of investment strategies. Who You Are Bachelor’s degree in Finance, Accounting, or related field/experience. Experience...Work at officeImmediate startFlexible hours
$40 per hour
A leading cybersecurity firm is seeking experienced professionals to evaluate AI-generated cybersecurity content and provide feedback to enhance AI systems. Join a flexible work environment where you can choose your projects and work remotely from various countries including...Remote jobHourly payFlexible hours- Black & Veatch in Overland Park, Kansas is looking for an Operational Technology Security Analyst to safeguard critical industrial systems from cyber threats. The role involves monitoring networks, managing vulnerabilities, and enforcing security policies. Candidates should...Remote jobFull timeWork at officeMonday to Friday
- Mercantil Commerce Bank is seeking a skilled Security Analyst III for a remote position focused on information security and incident response. This role involves administering security systems, assessing risks, and managing logging through SIEM utilities, along with hands...Remote jobHourly pay
$40 per hour
A cybersecurity solutions provider is seeking experienced professionals to evaluate AI-generated security content while working remotely. Responsibilities include assessing AI outputs, solving technical cybersecurity challenges, and providing valuable feedback that enhances...Remote jobHourly pay$40 per hour
A leading cybersecurity firm is looking for experienced cybersecurity professionals to evaluate AI-generated content and solve technical problems. This role allows for flexible remote work, offering projects paid hourly starting at $40+. Candidates should possess at least...Hourly payRemote workFlexible hours$50 - $60 per hour
A leading AI development company in Missouri seeks an experienced Investment Operations Analyst to help train AI systems using expertise in finance. This flexible role allows remote work with a choice of projects based on your preference and schedule. Candidates with advanced...Remote jobHourly payFlexible hours$72k - $90k
...closely Engagement Managers and Security delivery teams. The position includes (minimal) travel as needed. Essential Functions: Assist with end-to-end project management for cybersecurity engagements, including scope definition, scheduling, budgeting, and resource...Full timeRemote workShift workWorld Wide Technology
Kansas City, KS3 days ago- ...closely with the VP of Investments and senior team members to evaluate new opportunities, support capital markets initiatives, and assist with performance monitoring of active assets. This role requires strong analytical and quantitative skills, attention to detail, and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Mutual Fund Assistant. Be the first to apply!
