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Job Description

Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team

The team is a group of individuals that supports operations processing for clients using the Trust Desk Outsourcing product line. This team processes mutual fund trades, dividends and responds to compliance requests on behalf of the clients. The team works with both internal and external customers in resolving exceptions on a timely basis and provides excellent customer service daily.

What you will be doing

• You would be responsible for ensuring that new fund account requests received are in good order and work with the mutual fund companies to establish the fund accounts.
• Proactively identify exceptions that need to be addressed daily and communicate to the appropriate parties for resolution
• You would be responsible for monitoring the Compliance requests and responding to questions from mutual fund companies.
• You would be responsible for identifying assets to be held at Fidelity and processing transfers to move assets; verify & reconcile transfers and update Trust Desk system.
• You would be responsible for monitoring and setting up access to mutual fund company websites in order to access fund account transaction detail.
• Hybrid work schedule Monday - Friday

What you bring:

• Bachelor's or Associate degree from job discipline
• Proficiency in Microsoft Office Suite (including Microsoft Access/ Project)
• Strong written and communication skills
• Strong analytical skills
• Adaptability, a drive to learn, and strong problem-solving skills
• Ability to work well independently and within a team

Added bonus if you have:

• Collaboration talent
• Trust Operations Processing experience
• Critical Thinking

What we offer you

• A competitive salary and benefits
• A broad range of professional education and personal development possibilities - FIS is your final career step!
• A work environment built on collaboration, flexibility and respect
• Time to support charities and give back in your community

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Vaccination Requirements

All employees must be fully vaccinated against COVID-19 on or before December 31, 2021. Individuals with a disability (including a medical condition) or sincerely held religious beliefs or practices that prevent them from getting the vaccine may request an exemption from the vaccine requirement.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the .

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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