What are the responsibilities and job description for the Mailroom Operations Specialist position at Ultimus Fund Solutions, LLC?
SUMMARY
The Mailroom Operations Specialist is responsible for providing various mailroom functions and maintaining accurate records for mutual fund clients.
KEY ACCOUNTABILITIES
- Proficiently coordinates opening, logging, and scanning of account-related paperwork, including returned mail.
- Ensures that outgoing mail for the organization is sent out daily through USPS, UPS, and FedEx Print correspondence letters and forms, and mails as needed.
- Proficiently maintains in-house and offsite records retention files for the entire transfer agency.
- Learns and utilizes Ultimus transfer agent recordkeeping and workflow system.
- Learns and performs end of day check reconciliation.
- Pulls boxes for offsite storage vendors.
- Sends documents via Fax.
- Deposits and reviews the investment checks for banking compliance.
WORKING RELATIONSHIPS
May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE
KNOWLEDGE
SKILLS AND ABILITIES
Equivalent education, experience, and KSA's will be considered.
Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant's or employee's race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.
