Funds Services Associate in Morrisville, NC with Greene Resources

Date Posted: 1/5/2022

Job Snapshot

Job Description

Job Number: 43271

Funds Services Associate

Job Description:

The Regulatory Services Team is responsible for coordinating Investment Fund companies' communications for distribution to our Broker client base. As a member of this team, you will look for innovative ways to organize and fulfill material, develop a strong working relationship with fund companies and proactively minimize operational risk. Along with your team, you will be a direct representative to a group of Investment Fund companies and be asked to promote our services.


  • Accountable for ensuring timely and accurate completion of the department?s tasks

  • Accountable for the department's SLA performance

  • Accountable for ensuring all procedures and processes meet regulatory requirements

  • Understand and apply Financial Services regulatory requirements to daily work and responsibilities

  • Maintain strong working relationships with Investment Companies

  • Complete all tasks and duties within the company's set guidelines and regulatory policies

  • Identify and escalate potential issues

  • Promote a collaborate work environment

  • Ability to work and adjust output according to fluctuations of workload

Education Requirements:

    Desired Background/Skills:

    • Able to work and focus on multiple projects under constraint of deadlines

    • Communication and customer service skills

    • Strong research skills

    • Analytical and investigative skills

    • Organizational Skills

    • Experienced with Microsoft Outlook, Excel, and Word

    • Ability to work flexible hours and extended schedules

    • Collaborative team member


      Other Information:

        Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.