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Unit Manager - Custody Fund Accountant
| Details |
Country: USA
Location: CA Sacramento
Total applied: 19
Relevant Work Experience: 5+ to 7 Years
Job Type: Employee
Job Status: Full Time
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Unit Manager - Custody Fund Accountant
Description:
JOB SUMMARY
Plans, schedules, and manages the daily workflow of one or more client relationships.
JOB DUTIES
1. Plans, schedules, and manages the daily workflow of one or more client relationships.
2. Ensures timely and accurate results for each of the funds within each relationship.
3. Maintains positive relationships with clients.
4. Oversees the effective coordination of an area activities with other departments.
5. Ensures all personnel are appropriately selected, thoroughly trained and given timely and complete performance evaluation feedback.
6. Makes recommendations for changes to operational procedures.
7. Assists in developing targets concerning staffing, production, overtime budgeting and productivity.
8. Ensures retention of existing business and generation of new business.
9. Remains informed of regulatory changes and new industry and competitors developments and ideas
10. Other special project as assigned.
KNOWLEDGE, SKILLS & EXPERIENCE REQUIRED
BA/BS required. 4-64 yrs financial services industry experience required and 2-3 supervisory experience. Strong organizational and interpersonal skills necessary.
Investors Bank and Trust is an Equal Opportunity Employer M/F/D/V
Qualifications:
Please see job description.
Salary/Benefits: Salary commensurate with experience
We offer an excellent benefits package which includes Medical, Dental, Life Insurance and Disability. We also offer 401K Savings Plan, Employee Stock Purchase Plan, as well as 100% Tuition Reimbursement. We have several Employee Rewards programs, Referral Bonus Program, Discounted Subway and Bus Passes, as well as many other great benefits.
Job Location: Sacramento, CA
Job Number: IRC27469
Company URL: http://www.investorsjobs.com/
Company Profile:
Investors Financial Services Corp. is a bank holding company. Our primary operating subsidiary is Investors Bank & Trust Company. Through our subsidiaries, we provide a comprehensive range of services to financial asset managers, such as mutual fund complexes, investment advisors, banks and insurance companies. These services include our core services, global custody and multicurrency accounting, and our value-added services including mutual fund administration, securities lending, foreign exchange, cash management and institutional transfer agency services.
Since becoming a publicly traded company in 1995, we have experienced dramatic growth in revenues, earnings, and total assets processed for clients. One of our core strategies is to maintain our technological expertise, as we believe that technology, not scale, determines our success. The asset servicing industry requires the technological capability to support a wide range of global security types, currencies, and complex portfolio structures.
We strive to deliver superior and innovative client service. We believe service quality in client relationships is key to maintaining and expanding business as well as attracting new clients. We look at assets servicing from our clients' viewpoint and build our business around their needs. Unlike most of our competition, we are 100% focused on the business of securities processing. That means the complex needs of asset managers receive 100% of our attention.
We are an Equal Opportunity Employer M/F/D/V
******** Please note: Applicants must apply on-line at www.investorsjobs.com to be considered for employment. Thank you for your interest and cooperation. *********
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