Advanced Mutual Funds Account Services Specialist
Listed on 2026-10-20
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Finance & Banking
Bank Customer Service, Banking Operations, Banking & Finance, Financial Compliance
Ultimus Fund Solutions seeks an Account Services Specialist II to execute transfer agency duties with precision for mutual fund clients. You will establish new accounts, manage transactions, and document activities with limited direct client contact.
In this role you’ll collaborate with teammates, handle redemptions and exchanges, administer retirement plan transactions, and maintain shareholder records while ensuring IRS/SEC compliance.
We are currently recruiting a Advanced Mutual Funds Account Services Specialist for our team in Omaha, NE, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 55.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Advanced Mutual Funds Account Services Specialist role in the description above.
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