The role involves end-to-end processing of investor activities ensuring efficient service while adhering to fund prospectus and AML regulations
Job Summary
The role involves end-to-end processing of investor activities ensuring efficient service while adhering to fund prospectus and AML regulations.
Employees will interact daily with clients on investment activity and prepare monthly investor statements in accordance with instructions.
State Street offers a comprehensive benefits program including retirement savings plans, insurance coverage, and paid-time off.
Matching Summary
The role involves end-to-end processing of investor activities ensuring efficient service while adhering to fund prospectus and AML regulations.
Salary
Base: $41,600 - $66,560 Annual; Bonus/Equity: Eligible for annual performance-based awards; Benefits: Comprehensive program including 401K match and insurance
Skills & Requirements
Must-have
Processing investor trades per fund guidelines
Reviewing AML and regulatory documentation
Inputting new trade details into platform
Applying investor eligibility rules
Preparing monthly investor statements
Nice-to-have
Strong communication and interpersonal skills
Proactive approach to problem solving
Ability to work within deadlines
Collaborative team player mindset
Passion for learning and growth
Key Requirements
College diploma or university degree in Accounting, Finance, or Economics