Dealer Services Analyst - Foreside Financial Group, LLC - Berwyn, PA | JobsInPA.com

Dealer Services Analyst

Foreside Financial Group, LLC | Berwyn, PA

Foreside Financial Group, LLC
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Description
Foreside Financial Group, LLC, a domestic and international leader in providing high-quality and innovative distribution and compliance services for sophisticated asset management, fund and broker-dealer clients, has an exciting career opportunity. We are seeking an Analyst in our broker-dealer group to ensure that selling agreements are appropriately set up, working with financial intermediaries and internal departments. This position can be located in Portland, Maine or Berwyn, Pennsylvania.

Key Responsibilities
* Facilitate selling agreement process with various broker dealers and financial intermediaries
* Maintain database of agreements and assist with preparation of reports to clients
* Work closely with transfer agents in completing fund set up questionnaires
* Provide due diligence materials to mutual fund clients and assist with ongoing due diligence of broker dealers
* Research and resolve inquiries from clients and intermediaries on a daily basis

Requirements
Qualifications:
* 1-2 year's experience in a financial environment - exposure to securities and securities markets helpful; transfer agency experience a plus
* Strong attention to detail
* Excellent organizational, communication and interpersonal skills
* Proficiency in MS Excel, Work and Powerpoint

Benefits
Foreside offers a full menu of employee benefits, health insurance, long-term and short-term disability, term life, dental insurance, vision insurance, 401(k) and more.

Education
Bachelor's degree in Finance, Economics or Accounting, or equivalent combination of education and work experience

Location
Portland, Maine
Posted On: 05/08/17
Telecommute: No
Categories: Banking, Customer Service, Finance
Job Type: Regular
Job Status: Full Time
Travel: No Traveling
Career Level: Entry Level (<2 years experience)
Minimum Degree: Some College Completed
Pay Type: Annual Salary
Similar Jobs: Within 25 miles of 19312, Banking, Customer Service, Finance


Additional Contact Info

Three Canal PlazaSuite 100
Portland, Maine 04101
Contact: Judith Beressi
Phone: 866.251.6920

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To apply to this job: click APPLY to submit your resume to this employer.


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