FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwi…
Northwestern Mutual21 - 32 USD/year
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess a Bachelor's degree in Business, Accounting, Finance, Economics, Mathematics, or equivalent work experience, along with a minimum of two years’ experience in the mutual fund or alternative investment funds industry. Strong accounting and financial reporting skills, proficiency in Microsoft Excel and Word, and self-motivation are also required.
Responsibilities
As a Financial Reporting Specialist, you will be responsible for drafting annual, quarterly, and other financial statements for clients, supporting internal and external reviews of these documents, preparing and providing necessary documentation to clients and assisting with filings with the Securities Exchange Commission (SEC). You will also assist in managing communications with fund accounting teams and external auditors, provide administrative support to the team, contribute to the preparation of Board related materials and annual prospectus updates for mutual funds, and communicate with internal and external clients to resolve issues and questions.
Skills
Accounting
Financial Reporting
Microsoft Excel
Microsoft Word
Communication Skills
Customer Service
SEI
Business and technology management consulting firm
About SEI
SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.
Key Metrics
Cincinnati, OhioHeadquarters
1992Year Founded
$705.3KTotal Funding
EARLY_VCCompany Stage
Consulting, Enterprise SoftwareIndustries
501-1,000Employees