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Financial Analyst

Account Services Associate: Fund Transfers & Accounts

Job in Hauppauge, Suffolk County, New York, 11788, USA
Listing for: Ultimus Fund Solutions
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services provider in Hauppauge, NY is seeking an Account Services Specialist I to support transfer agency operations. This role focuses on the setup of new accounts and the execution of financial transactions for mutual fund clients. Key responsibilities include data entry, managing various financial operations, and collaborating with internal teams. Candidates should have a Bachelor's degree and 1-3 years of relevant experience, preferably in finance.

A Series 6 license is a plus.
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Position Requirements
10+ Years work experience
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