Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat.
And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. The Assistant Manager Valuation and Wrapped Dividends is responsible for overseeing the processing of the Mutual Fund Pricing, Mutual Fund Dividends and Unit Valuation teams. Ensures policies, procedures are followed and service structures and business needs are met.
This position will require later hours, possibly several times a week, based on business needs and escalation. What you will do. Manages Valuation & Unitization Teams, responds to more complex operational, accounting, and reconciliation issues and inquiries. Define and ensure controls, policies and procedures are in place to mitigate risk.
Ensure processes and procedures are in compliance with company policies, Sarbanes Oxley and regulatory agencies. Manages various projects including to system upgrades and conversions, working with other departments in defining and streamlining processes, and smoothly transitioning new business into the company. Ensures the department's compliance with audit standards through monitoring of ICOFR controls and adhering to SSAE18 standards.
Assists with various audits both internal and external. Performs duties inherent in a managerial role, manages teams that have non-standard business hours. Participates on client and client advisor calls regularly What you will bring.
Bachelor's degree or equivalent work experience. 5 years relevant work experience, or an equivalent combination of training and experience. Strong leadership skills and quick learner.
Superior customer service and effective communication skills. Superior analytical/problem solving skills. Superior knowledge of Microsoft Excel, Access and Word.
Ability to multi-task and work within tight deadlines. Ability to communicate with all levels of management as well as internal and external clients. FINRA fingerprinting required.
FINRA registrations 6 & 26 permitted, but not required What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance Medical, dental, vision and life insurance. Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
Tuition reimbursement up to $5,250/year. Business-casual environment that includes the option to wear jeans. Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
Paid volunteer time - 16 hours per calendar year. Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA). Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation.
BRGs play a vital role in educating and engaging our people and advancing our business priorities. The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Base Salary Range $ 64,000.00-99,200.
00 Location CO Greenwood Village We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law
Web Reference : AJF/336621194-202
Posted Date : Thu, 06 Oct 2022
Please note, to apply for this position you will complete an application form on another website provided by or on behalf of Empower Retirement. Any external website and application process is not under the control or responsibility of IT JobServe