Associate - Mutual Funds

Connecting Clients To Markets And Talent To Opportunity

With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 50, Nasdaq-listed provider, we connect clients to the global markets focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

Position Purpose

Provide support for the Mutual fund and AIP Operations team by performing work that is primarily routine in nature and specific to that team. Types of work performed may include data entry, including entering, compiling, and validating data, as well as other clerical production activities such as proof, reconciliation and posting. May assist with research and resolving basic problems and perform with a high level of attention to detail and excellent customer service. Works under the close direction of senior personnel in the respective team and expected to possess a moderate understanding of general aspects of the job.

Primary Accountabilities/Responsibilities

• Maintain prompt and regular attendance
• Maintain an understanding of team expectations and company policies
• Shared responsibility for team phone and e-mail coverage
• Provide back-up coverage for various team specific tasks and responsibilities as needed
• Keep management informed on any unusual requests and potential issues
• Assist with general questions and inquiries from customers as needed
• Develop and maintain strong relationships with other departments & lines of business
• Identify potential new processes or applications that would increase both efficiencies and accuracy within the team to keep pace with the ever-changing environment
• Accomplish tasks as assigned
• Meet and occasionally exceed job expectations
• Reliable in attaining expected results, timely and efficient
• Requires moderate supervision
• This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary

Job Requirements

• Bachelor's degree in business, finance or related field or equivalent work experience
• SIE (Securities Industry Essentials) or ability to obtain within 2 months of employment (or already FINRA licensed)
• Effective communication skills - oral and written, with an emphasis on customer service
• Strong critical thinking and analytical skills with high attention to detail
• Adaptable to change in a highly regulated industry
• Proficiency in Microsoft Office 365 applications
• Basic experience with database query building and/or SQL experience

Working Environment

• 4 days in the office, 1 day at home (after the training period)