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Account Support Associate (Mutual Funds)

Kelly Services

Saint Petersburg, FL
Job Code:
  • Financial Services
Kelly Services
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Job Details

Job Title Account Support Associate (Mutual Funds)

Jobid US24R3RR_BH1426712

Location: St Petersburg, FL, 33747, USA

Description Kelly Services is seeking an **Account Support Associate (Mutual Funds)** for a leading diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management located in **St. Petersburg, FL.**
**Job Title: Account Support Associate (Mutual Funds)**
Location: St. Petersburg, FL 33716
Type: Temp-To-Hire
Length: 4/2/18 - 10/5/18
Schedule: Mon - Fri / 8:00am - 5:00pm
Pay Rate: $18 - $21 per hour


+ Will research incoming commission and fees for branch associates to ensure proper receipt and payment.
+ Perform daily follow up to assure completeness and accuracy.
+ May participate in defined work or projects of basic scope and complexity.
+ Reviews standard issues, analyzes and interprets data and determines appropriate corrective action.
+ Processes various basic department related reports and utilizes departmental databases as well as 3rd party applications
+ Answer calls and questions on operational topics and account maintenance.
+ Contacts internal/external customers including fund companies to resolve account maintenance issues/requests
+ Provides support for department inbox and other peer associates during absences or high volume
+ Monitors reports related to general maintenance issues; notifying advisors on actions concerning client positions
+ Understands client needs, identifies root causes of problems, and implements pragmatic solutions.
+ Participates in a high learning culture where on-the-job training is prevalent
+ Reviews daily tasks for accuracy and completeness.
+ Maintains detailed records/notes to ensure all advisor/client requests are completed in a timely fashion

+ Associate's Degree
+ At least 2 years of General Ledger / Bookkeeping experience
+ Experience from the Banking industry
+ Intermediate skills with Microsoft Excel (must be able to create spreadsheets, enter data, add/remove columns.) and Microsoft Outlook
+ Ability to perform numeric data entry with speed and accuracy
+ Extremely high attention to detail
+ Excellent attendance / reliability
+ Professional demeanor
+ Quick learner **Apply Today!**
**If you're interested in the position please send a follow up email (with your resume) to** **** **for further consideration.**
**Thank you for your time and I look forward to working with you.**

**Why Kelly** **®** **?**

With Kelly, accounting and finance professionals like you will have access to some of the world’s most respected companies—providing you with challenging, high-visibility projects that can transform your career. We work with 95 of the Fortune 100™ companies, and more than 3,000 finance and accounting hiring managers rely on us each year to access the best temporary and full-time talent: people like you.

Let us help advance your career today.

**AboutKelly Services** **®**

As a workforce advocate for over 70 years, we are proud to directly employ nearly 500,000 people around the world and have a role in connecting thousands more with work through our global network of talent suppliers and partners. Revenue in 2016 was $5.3 billion. Visit and connect with us on Facebook , LinkedIn and Twitter .

Kelly Services is an equal opportunity employer including, but not limited to, Minorities, Females, Individuals with Disabilities, Protected Veterans, Sexual Orientation, Gender Identity and is committed to employing a diverse workforce. Equal Employment Opportunity is The Law. at

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