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Overview
Facilitates day-to-day functions with key Touchstone Fund service providers - custodian, liquidity vendor, 22c2 vendor, fund accountant, transfer agent, sub-advisors, prime broker, commission recapture vendors and sub-administrator. Coordinates problem resolution with and between Touchstone service providers. Works closely with Touchstone sub-advisors and custodian to research and resolve issues, implement new foreign market registration, maintain oversight on custody account balances and the Securities Lending program. Helps to facilitate operational aspects of various Touchstone strategic product initiatives. Assists with regulatory oversight of Touchstone's third party broker-dealer omnibus relationships to ensure adherence to the industry and firm's policies and procedures for underlying shareholders. Analyzes business processes looking for process improvement and operational efficiencies, and implements new policies, procedures and controls. Communicates with all other departments that comprise the IFS business, and has significant interaction with Touchstone Treasury and Compliance teams. Works in close coordination with other departments to assure that Touchstone's operational aspects of regulatory disclosures are reviewed and validated. Works within established guidelines, analyzes, identifies and resolves problems, and completes routine and non-routine operations projects.
What you will do:
Qualifications
Work Setting/Position Demands:
Full Time
$64k-83k (estimate)
06/28/2024
07/17/2024
webuymo.com
Joplin, MO
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