Mutual Funds Assistant Location Kansas City, MO (CBD Downtown area) : Job Summary: Reports to N.I.S. Financial Services, Inc. (NISFS) Assistant Supervisor. This position is entry-level supporting NISFS Department, Ozark National and NISFS' Registered Representatives, and Customer Service.
Essential Functions · Customer and Registered Representative Service.
· Review, data entry, copying and imaging of new account applications.
· Correspondence letters to agents and clients.
· Review and forwarding of additional purchases to Mutual Fund Company.
· Data entry and forwarding of address changes to Mutual Fund Company.
· Monthly blotter updates.
· Adding/detaching of policies to new and existing mutual funds.
Secondary Functions · Opening and distribution of mail to employees and departments.
· Assisting with monthly, quarterly and annual projects.
· Filing and imaging of correspondence.
Knowledge, Skills and Abilities · Strong written and oral communication skills.
· Strong organizational skills.
· Must be able to learn and adapt to new procedures and technology.
· Must be able to effectively prioritize workflow.
Education and Experience · High School diploma or equivalent.
Licenses and Certifications · None required.
Supervision and Leadership · No supervision responsibilities.
Work Environment · This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
· Regular and predictable attendance is required. Overtime may be required at peak times.
· The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear.
· The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Statement of Other Duties Proviso · The information contained in this is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.
· Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.
· The duties and responsibilities in this may be subject to change at any time due to reasonable accommodation or other reasons.
Job Type: Full-time
Pay: $16.00 - $18.00 per hour
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Work setting:
In-person Office Work Location: In person
