The VP, Legal Counsel provides legal administration services for multiple clients, focusing on SEC filings and board materials. They are responsible for maintaining strong client relationships and mentoring associate staff.
Ultimus Fund Solutions
14 Remote Job Openings at Ultimus Fund Solutions
SVP, Business Development - Public
Ultimus Fund Solutions
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Full Time
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6 days ago
Ultimus Fund Solutions
Responsible for growing the business by building and executing a pipeline of new business opportunities in fund administration and middle office services. This includes leading the RFP process, managing CRM data, and representing the firm at industry events.
Control Accounting Specialist I
Ultimus Fund Solutions
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Full Time
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6 days ago
Ultimus Fund Solutions
The specialist is responsible for facilitating money movements, managing bank account reconciliations, and processing wire transfers for clients. They also handle tax withholding payments and coordinate with the Fund Accounting department to resolve discrepancies.
Oversee fund accounting operations and lead senior management teams to ensure high quality work and client satisfaction. Drive business development efforts, implement best practices, and manage company-wide technical training and budgeting models.
Account Services Specialist I
Ultimus Fund Solutions
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Full Time
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17 days ago
Ultimus Fund Solutions
The role focuses on creating new accounts, executing financial transactions, and maintaining meticulous records for mutual fund clients. It involves managing redemptions, purchases, and retirement plan transactions while collaborating with internal teams and broker-dealers.
529 Shareholder Services Specialist II
Ultimus Fund Solutions
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Full Time
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17 days ago
Ultimus Fund Solutions
Responsible for providing transfer agency functions and maintaining accurate records for 529 Plan clients. This includes handling client interactions, processing account enrollments, and performing daily trade reconciliations.
VP, Business Development - Public
Ultimus Fund Solutions
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Full Time
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a month ago
Ultimus Fund Solutions
The VP of Business Development is responsible for growing the business by building and closing a pipeline of new business in assigned categories. This includes selling fund administration and middle office services while managing the RFP and due diligence processes.
The Business Systems Analyst supports shareholder recordkeeping systems by optimizing data, creating reports, and streamlining workflows. They act as a bridge between technical teams and business stakeholders to implement automation and AI-enabled tools.
The Senior Legal Administrator leads the provision of legal administration services, including the preparation of board materials and regulatory filings. This role also manages regulatory calendars, maintains corporate governance documents, and serves as a primary legal contact for mutual fund clients.
Regulatory Reporting Specialist
Ultimus Fund Solutions
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Full Time
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3 months ago
Ultimus Fund Solutions
The Regulatory Reporting Specialist manages mutual fund tax reporting, reconciles output, and ensures compliance with state abandoned property laws. This role also coordinates escheatment activities, monitors regulatory changes, and maintains accurate shareholder records.
The AVP of Account Services manages daily system processes, including batch jobs and error reporting, while ensuring PowerAgent functions meet client needs. They also oversee personnel management, including hiring, training, and performance development for the department.
Senior Oversight Specialist
Ultimus Fund Solutions
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Full Time
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3 months ago
Ultimus Fund Solutions
The Senior Oversight Specialist ensures organizational compliance with AML laws by investigating fraudulent activities and performing KYC identity verifications. The role also involves monitoring transactional data, maintaining internal watchlists, and providing guidance to associates on fraud prevention techniques.
The Business Systems Analyst supports and administers transfer agent system functions, including documenting client requirements and maintaining shareholder recordkeeping systems. They act as a liaison between technical and operational teams to ensure successful client onboarding and effective change control.
Senior Data Analytics Engineer
Ultimus Fund Solutions
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Full Time
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3 months ago
Ultimus Fund Solutions
The Senior Data Analytics Engineer develops and maintains analytical models, dashboards, and data products to provide meaningful intelligence across the organization. This role also partners with various teams to deliver scalable analytics solutions aligned with regulatory and client requirements.
