Dealer Services Analyst
Company: VirtualVocations
Location: Carson
Posted on: October 8, 2024
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Job Description:
A company is looking for a Dealer Services Analyst to facilitate
selling agreements and perform mutual fund operations.
Key Responsibilities:
Facilitate selling agreement process with broker dealers and
financial intermediaries
Maintain database of agreements and assist with report preparation
for clients
Research and resolve inquiries from clients and intermediaries
daily
Required Qualifications:
Bachelor's degree
1-2 years' experience in a financial environment, preferably in
investment operations or client services
Knowledge of securities and securities markets
Experience in Distributor or Transfer Agency is a plus
Major or concentration in business, finance, economics, or
accounting preferred
Keywords: VirtualVocations, Lynwood , Dealer Services Analyst, Professions , Carson, California
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