Mailroom Operations Specialist

Job description

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. - Contact with 3rd party vendors for offsite document storage and mail courier. - Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc. EDUCATION AND EXPERIENCE: - 1-3 years of relevant experience in client services or related field. KNOWLEDGE: - Prin...