By joining Eaton Vance, you'll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!
Provide critical business support for operational activities of Parametric's Account Administration Team. Primary responsibility is to maintain high service levels while improving the administrative infrastructure.
Responsible for ensuring daily activities, including client transitions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner
Ensure compliance with regulatory requirements associated with client portfolio transitions, including OFAC list comparisons and applicable AML and Red Flags responsibilities
Facilitate the accurate and timely delivery of critical business information between all necessary parties
Collaborate with Supervisor on re-engineering projects that will improve the efficiency of workflows and enhance client experience with account transitions
Acts as "Business Owner" of investment related data, sales activity reports, and daily account processing
1 to 3 years of operations and/or related experience
Working knowledge of the financial services industry, investment products, and services
Strong analytical, organizational, and communication skills
Strong problem solving skills and ability to work with others implementing solutions
Strong attention to detail with positive, enthusiastic attitude
This policy applies to Eaton Vance Corp. and all subsidiary companies (the "Company").
The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.
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