Senior Correspondence Specialist

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⛰️ Colorado, Nebraska, +2 more states – Remote

⛰️ Colorado – Remote 🌾 Nebraska – Remote 🏈 Ohio – Remote 🧀 Wisconsin – Remote

⏰ Full Time

🟠 Senior

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

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Ultimus Fund Solutions

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

☁️ SaaS

🤝 B2B

💰 Private equity on 2012-07

Finance • SaaS • B2B

Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates.

📋 Description

• Prepare correspondence for items that are not in good order and special letter requests • Edit correspondence for peers and other business groups • Coordinate and complete project letter requests and annual mailings • Communicate upcoming events and process changes for the Transfer Agency department • Maintain existing Transfer Agency documents and guidelines and create new procedures as needed • Perform ad hoc reports to ensure correspondence is properly sent • Contact broker-dealer representatives or clients to obtain missing new-account information and clarification • Follow up on inquiries and open workflows with team members and internal teams • Mentor associates through instruction, coaching, on-the-job experiences, modeling effective practices, and advising on methods • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree in business administration or related field • 3+ years of experience in client services or related field • Correspondence experience within the financial services industry • Series 6 or 26 license • Equivalent education and experience will be considered • Knowledge of operational standards, SEC, IRS, and prospectus guidelines • Knowledge of retirement plans, mutual fund IRS regulations, and alternative investments • Proficiency with PowerAgent and PowerAgent Correspondence System • Proficiency with Microsoft Office Suite • Proficiency with Adobe Acrobat • Strong writing skills and ability to correspond via email and letters • Creative and critical thinking skills for troubleshooting • Multitasking, analytical, and organizational skills • Ability to clearly and concisely present ideas and information in written and oral form

🏖️ Benefits

• Remote or virtual work arrangement

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