Chartwell Investment Partners is seeking a Fixed Income Operations Advisor for a remote position, responsible for managing documentation for account openings and ensuring compliance with regulatory requirements. The role also involves administrative tasks and assisting in special projects, requiring strong organizational and analytical skills
Job Summary
Under direct supervision, uses knowledge and skills obtained through experience and training to acquire and track documentation for account opening, as well as review the documentation and ensure that it meets all of the necessary requirements based on regulations.
Assist in creating, enhancing, and maintaining the infrastructure to support business operations within Fixed Income Capital Markets and stays up to date with evolving regulatory changes and market events impacting the business.
The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
Matching Summary
Match Score: 75
Chartwell Investment Partners is seeking a Fixed Income Operations Advisor for a remote position, responsible for managing documentation for account openings and ensuring compliance with regulatory requirements. The role also involves administrative tasks and assisting in special projects, requiring strong organizational and analytical skills.
Skills & Requirements
Must-have
Acquire and track account opening documentation
Review documentation for regulatory compliance
Assist with special projects for Sales Management
Resolve client questions and problems
Maintain currency in assigned area of responsibility
Nice-to-have
Build strong relationships with stakeholders
Learn quickly and be flexible
Think strategically
Contribute to continuous evolution of the firm
Key Requirements
2-5 years experience in assigned function
Bachelor's Degree or equivalent combination of education/training/experience