Sales Ops Coordinator: Reconciliation, Reporting & Compliance

Touchstone Investments; Cincinnati (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision, and life insurance.

401(k) savings plan with pension options.

Paid time off increasing with tenure.

Tuition reimbursement and career development plans.

Parental and maternity leave with a 4-week transition.

Access to on-site amenities like fitness center.

Extensive employee discount program.

Job summary

Touchstone Investments is hiring a Sales Operations Coordinator in Cincinnati, Ohio. The role involves coordinating internal and external communications, handling transactions, and ensuring operational accuracy in mutual fund systems.

Key responsibilities include managing broker-dealer agreements, monitoring compliance, and providing sales data. Premier benefits include medical insurance, a 401(k) plan, and opportunities for tuition reimbursement.

Qualifications

• Experience in mutual fund and/or ETF back office is preferred.
• Strong communication skills are vital.
• Ability to manage data and perform reconciliations.

Responsibilities

• Correct territory and broker dealer affiliation for transactions.
• Review newly created house accounts for proper registration.
• Monitor vendor completion and accuracy for trade reconciliation.
• Coordinate Selling Agreements and track documentation.

Skills

Mutual fund operational experience

Broker-dealer relationships

Data analysis

Communication

Education

High School Diploma or GED

Job description

Touchstone Investments is hiring a Sales Operations Coordinator in Cincinnati, Ohio. The role involves coordinating internal and external communications, handling transactions, and ensuring operational accuracy in mutual fund systems.

Key responsibilities include managing broker-dealer agreements, monitoring compliance, and providing sales data. Premier benefits include medical insurance, a 401(k) plan, and opportunities for tuition reimbursement.