Ultimus Fund Solutions, LLC
SUMMARY The Fulfillment Coordinator is responsible for coordinating the printing and mailing of shareholder reports, prospectuses, prospectus supplements, and other regulatory mailings for Ultimus’ mutual fund clients. KEY ACCOUNTABILITIES Maintains regulatory mailing information in calendars and databases. Prepares and coordinates…
SUMMARY The Fulfillment Coordinator is responsible for coordinating the printing and mailing of shareholder reports, prospectuses, prospectus supplements, and other regulatory mailings for Ultimus’ mutual fund clients. KEY ACCOUNTABILITIES Maintains regulatory mailing information in calendars and databases. Prepares and coordinates…
SUMMARY The Fulfillment Coordinator is responsible for coordinating the printing and mailing of shareholder reports, prospectuses, prospectus supplements, and other regulatory mailings for Ultimus’ mutual fund clients. KEY ACCOUNTABILITIES Maintains regulatory mailing information in calendars and databases. Prepares and coordinates…
SUMMARY The Fulfillment Coordinator is responsible for coordinating the printing and mailing of shareholder reports, prospectuses, prospectus supplements, and other regulatory mailings for Ultimus’ mutual fund clients. KEY ACCOUNTABILITIES Maintains regulatory mailing information in calendars and databases. Prepares and coordinates…
Treasury Specialist The Treasury Team is responsible for the development, implementation, research, and review of treasury and compliance processes for transaction requests and other items created on behalf of our clients. This includes staying current with industry and financial regulations…
Treasury Specialist The Treasury Team is responsible for the development, implementation, research, and review of treasury and compliance processes for transaction requests and other items created on behalf of our clients. This includes staying current with industry and financial regulations…
Treasury Specialist The Treasury Team is responsible for the development, implementation, research, and review of treasury and compliance processes for transaction requests and other items created on behalf of our clients. This includes staying current with industry and financial regulations…
Treasury Specialist The Treasury Team is responsible for the development, implementation, research, and review of treasury and compliance processes for transaction requests and other items created on behalf of our clients. This includes staying current with industry and financial regulations…
SUMMARY The Application Developer is responsible for supporting business operations by ensuring reliable reporting, efficient automation, and timely resolution of application related support requests such as developing and maintaining SSRS reports, managing automated workflows through the JAMS Enterprise Scheduler, and…
The EVP, Relationship Management is responsible for overseeing the Ultimus client relationship managers including monitoring and ensuring client satisfaction, assuring client retention, enhancing revenue, pursuing cross sales opportunities contract renewals, and profitability, communicating business changes, and overall leadership of the…
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in depth mutual fund knowledge and will interact directly with shareholders, financial representatives, team members, and management. KEY ACCOUNTABILITIES SHAREHOLDER…
SUMMARY The Paralegal I is responsible for performing general administrative and clerical duties in support of the Legal Administration Department. Additionally, this role may participate in the preparation and distribution of board materials and regulatory filings. KEY ACCOUNTABILITIES LEGAL ADMINISTRATION…