Saturday, June 18, 2011

RA - Mutual Fund Trader

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SUMMARY

Provides back office support to licensed registered representative field force relating to mutual fund transactions and procedures by performing the following duties:

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Others duties may be assigned.

Service representatives for the Advisor Network (RAA, FSC, SPF)
Field inquiries regarding mutual fund procedures and charges
Process and facilitate mutual fund transactions from representatives
Act as liaison between representatives, Clearing firm and sponsors
Reconcile reject/error accounts and process loss billing
Process daily trading reallocation on Modelfolio Platform
Quality control manual trades and corrections processed by traders
Acknowledgement of Trade Reject/Market Timing Notifications
Prioritize information that needs immediate attention
Ensure timely follow-up concerning all issues and inquiries

Requirements:

EDUCATION/EXPERIENCE

High School diploma required; college degree preferred. 1 – 3 years of related experience

LICENSES/CERTIFICATIONS

There are no license or certification requirements for this position. Series 6 preferred

About Us:

SunAmerica Financial Group is the fourth largest life insurance organization in the United States based on more than $221 billion of admitted assets as of September 30, 2009. It is comprised of several leading life insurance and retirement services businesses, including American General Life Companies, AGLA, VALIC, Western National Life Insurance Company, SunAmerica Retirement Markets, SunAmerica Mutual Funds, SunAmerica Affordable Housing Partners, FSC Securities, Royal Alliance and SagePoint Financial. The unified businesses, which comprise the domestic life and retirement services unit of AIG, offer a comprehensive suite of life insurance, retirement savings products and guaranteed income solutions through an established multi-channel distribution network that includes banks, national, regional and independent broker-dealers, career financial advisors, wholesale life brokers, insurance agents and a direct to consumer platform. Equal Opportunity Employer.

Job ID: 58792

Position Type: Full Time - Permanent
Education: Bachelors Degree (or equivalent)
Experience: 1-2 years
Relocation: No

Requirements

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