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Fund Reconciliation and Reorg Analyst

Ubiquity Retirement + Savings

in Remote / San Francisco CA

Logo for Ubiquity Retirement + Savings

Company Description

Ubiquity Retirement + Savings® has a simple mission: to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

For over 23 years, we have helped workers save more than $2.8 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.

Ubiquity also produced a hard-hitting documentary with producers and editors from CNN, highlighting the challenges Americans face in saving for their futures. Watch Broken Eggs: The Looming Retirement Crisis in America today (link at the bottom of the post) and join the movement towards building a bright retirement.

This is a 100% remote position and we encourage applicants from all over the US to apply. We know that allows you to balance your skill set while being empowered with autonomy as a subject matter expert. Ubiquity is known for our unique and thriving company culture, our ongoing investment in our employees, and for providing a clear career path for your future. We average a 65 eNPS each quarter and our Glassdoor reviews reflect our focus on you. Do more here and make more of a difference to small businesses everywhere!

Learn more about our values: https://www.myubiquity.com/about/

See us in the news: https://www.linkedin.com/company/ubiquity-retirement-savings

Find out what our employees think: https://www.glassdoor.com/Reviews/Ubiquity-Retirement-Savings-Reviews-E101757.htm

Watch Broken Eggs on YouTube: https://www.youtube.com/watch?v=kmtjJVC_niI

We value accountability, collaboration, and transparency. Proudly one of the Best Places to Work and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. Our four company values* and our motto “Freedom with Accountability” guide the way we work to support our mission.

We are a growing company that wants you to be a part of our success!

Job Description

The Fund Reconciliation + Reorg Analyst, reporting directly to the Manager of Financial Operations, will be responsible for the accuracy of mutual fund and ETF balances on our recordkeeping platform. The Fund Reconciliation + Reorg Analyst will also be responsible for reviewing documentation related to corporate actions and take the necessary steps to post changes accurately and timely.

Core Responsibilities

  • Responsible for retrieving reconciliation reports, analyzing exposure, researching root cause, taking steps to resolve, and preventing reccurrences
  • Record details of performed research and communication with other departments, and continue pursuing action until issue is resolved
  • Communicate any issues with management timely in order to achieve desired results
  • Responsible for understanding how to read corporate action notices and take action to post accurately and timely to our recordkeeping platform
  • Responsible for serving as a key point of contact for clients, advisors, and internal departments regarding recordkeeping positions and reorganizations
  • Having a solid understanding of company policies, practices, and service standards to ensure appropriate expectations are set and met with internal and external clients
  • Review and answer inquiries through email or ticketing system


Qualifications

Competencies

401K knowledge - Working knowledge and 401k rules and regulations in regards to requirements mutual fund trading, trade settlement, reconciliations, and corporate actions.

Customer Focus - Keeps internal and external customers in mind at all times. Proactively address any issues related to the accuracy of our records.

Organizing - Capable of managing multiple clients and priorities, and thrive in a deadline-driven environment with frequently changing priorities

Communication - Use of appropriate and effective language used for a given situation and actively engages in conversations to understand others’ message

Integrity - Ability to develop and ensure high standards of quality control that promote accuracy and accountability and minimize operational risk.

Skills + Experience

  • 1-3 years of experience in mutual fund operations
  • Solid understanding of retirement industry terms
  • Strong attention to detail and high degree of accuracy
  • Ability to work with and assist other associates in meeting common goals
  • Excellent follow through and communication through email and phone
  • Work independent of direct supervision
  • Intermediate MS Excel knowledge
  • Interest in future leadership preferred


Additional Information

This is a salaried, full-time remote position. Please follow application instructions carefully and note that a cover letter is required along with your resume. *Plus, find our four values on our website and list them in your cover letter.

We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

We offer:

  • Competitive compensation package
  • Generous stipend toward premiums for medical, dental, and vision
  • Learning and development stipends
  • 401(k) Matching
  • Monthly wellness subsidies
  • Equity incentives
  • Flexible PTO policy
  • Time off for volunteering
  • Emphasis on internal promotions
  • Regular performance reviews
  • Remote work culture

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.

How to Apply

Apply Now


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