About this opportunity
Apex Systems lists this Client Operations Analyst-Mutual Funds opportunity in lake mary, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Client Operations AnalystLarge Financial ClientLake Mary, FL – 4x onsite6-month contract with potential to extendHybrid 4 days/week in the officePay Range: $23-26/hr – w2Key Responsibilities:• Mutual Fund Transfer Processing: Review incoming and outgoing mutual fund transfer forms for accuracy and completeness, ensuring all documentation is in good order prior to release.• Work Basket Management: Process a high-volume work basket, reviewing transfer documentation and releasing transfers for processing (approximately 100+ documents per day).• Transfer Requests & Follow-Ups: Fax and email transfer requests to fund companies, monitor in-process transfers, and perform required follow-ups.• Client & Account Support: Handle sensitive customer account information within service center systems while maintaining accuracy and confidentiality.• Operational Execution: Support daily manual processing workflows, including sending paperwork and managing transfers across varying account types.Day to day:- Review mutual fund transfer forms for accuracy and release transfers for processing-Fax/email new transfer requests (outgoing and incoming transfers)Qualifications:• Exceptional attention to detail• Ability to manage multiple tasks with deadlines in a structured environment• Reliable and punctual• Comfortable handling sensitive financial information• Strong written and verbal communication skills• Proficiency with Excel and OutlookStable, well-documented environment where new talent can gain exposure to mutual fund transfer processing. Team members who succeed here are detail-oriented, reliable, organized, and comfortable with structured processes, clear communicator, and ability to work autonomously as well as part of a teamMust Have:1. Exceptional attention to detail2. Able to manage multiple tasks with set deadlines3. Reliable/punctual4. Positive, team-oriented mindset, also able to work autonomously5. Thinks outside the box/ interest in process improvements6. Proactive/concise communicatorEverforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at or .
Worksite address
lake mary, FL, 32746, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.