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Job Overview: Demonstrate and advanced knowledge of job duties and department requirements. Assists supervisors with day-today operations. Acts as an advisor to other team members in performing their functions. Resolves escalated or complex issues. Overall knowledge of functions and their relationship to the other areas of the Mutual Fund Industry in general. May participate in and coordination of group initiatives and training of new and existing employees will be required. May identify and participate in the implementation of process improvements which lead to reduction of audit/financial exposure and improve team efficiency. KNOWLEDGE: Demonstrates advanced understanding of primary duties and the advanced skills required to accomplish them accurately, safely, and more rapidly than others in general. ORAL COMMUNCATION SKILLS: Presents to or exchanges information with members of own department and occasionally outside of the work group. Participates in group meetings to exchange status, data, etc. Responds to complex inquiries. Relays to, and gathers routine information from employees and/or outside vendors, customers or the public. Develops agendas/programs. WRITTEN COMMUNICATION SKILLS: Writes basic reports or team correspondence. May involve documenting technical results/procedures. CLIENT CONTACTS: Maintains effective contacts at various levels in the organization. Also maintains client contacts and is regularly available and responsive to their business needs. LEADERSHIP: Regularly provides guidance to and assists in training team members. No direct supervisory responsibilities. QUALITY: Carries a high quality service attitude into all other job functions. Participates in quality programs to foster a high quality service environment. Errors have significant impact. Coordinated data preparation, reviews operational procedures, identifies errors or problems and investigates; recommends solutions to team members. SUPERVISION RECEIVED: Works under minimal supervision. Follows established procedures. Suggests methods and procedures for new work assignments, reviewing with supervisor for input or approval.
EDUCATION: Some college course work or equivalent experience. Major: JOB-RELATED EXPERIENCE: Three or more years experience.
Company is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Primary Location:United States-Pennsylvania-King of Prussia