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Redemption Specialist
3 weeks ago
About this Position
We are looking for Redemption Specialist to join our Mutual Fund Department.
Responsibilities and Qualifications
**Responsibilities**:
- Ensure all redemptions are in order for completeness and suitability
- Responsible to send certain redemptions to fund companies
- Coordinate with fund companies to ensure that redemptions have been processed on a timely manner
- Responsible for processing and reviewing wire orders in RPM system
- Prepare daily production report
- Responsible for calling field representatives and returning redemptions to trade resolution team for deficiencies
- Miscellaneous duties as may be required
Qualifications:
- Post-secondary education or equivalent knowledge and skills acquired through related work experience
- Experience in mutual fund operations would be considered an asset
- Excellent verbal and written communication skills
- Ability to prioritize, strong attention to detail and able to work under pressure
- Must be proficient in MS Office (Excel, Word)
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.