Operations Specialist

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financials advisors and their clients, individuals, corporations, and as well as government entities, with over $150 billion in assets under advisement as of December 31, 2023.*

Meeder’s advice and solution product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. 

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Role Overview 

This position will be responsible for processing or quality controlling client new accounts and transactions, initiating cash movements through custodian bank (i.e. Client Wires and ACH), and maintain accurate bookkeeping of client information.  Periodic responsibilities include generating timely account statements, reconciling and reporting daily cash and share activity by required deadlines, and various reporting to clients, compliance, and Senior Management.  This position requires a strong attention to detail, the ability to multi-task and consistently adhere to deadlines. 

Primary Responsibilities 

• Process or quality control applications, transactions and account maintenance with a 99% accuracy rate.
• Initiate shareholder Fed Wires and ACH transactions through custodian bank.
• Ensure accuracy of daily fund reporting and strict adherence to daily deadlines.
• Creation and distribution of daily and periodic statements to clients, reps.
• Daily cash reconciliation of bank accounts.
• Create and distribute various reports to TA Management, compliance, and Senior Management.
• Maintain organized, accurate bookkeeping, complying with Industry compliance rules and regulations.
• Assist in database testing and disaster recovery testing.
• Train and serve as a back-up to other Meeder Transfer Agency and Advisory Operational tasks.
• Assist in diagnosing operational issues related to web users to facilitate a quick resolution for client.
• Assist in various company projects and audits. 

Critical Success Factors

• Adept at learning new skills.
• Strong organizational and time management skills with the ability to multi-task. 
• Consistently delivers on all obligations.
• Extremely detail-oriented and processes tasks with at least 99% accuracy.
• Excellent reconciliation and analytical skills.
• Strong knowledge of and adherence to compliance responsibilities.
• Flexible, open-minded, and proven ability to work collaboratively with all levels of staff and management. 
• Proven ability to thrive in a fast-paced environment and act in a decisive manner.
• Professional, dedicated, and accountable with a high degree of ethics and integrity.

Skills Required

• Bachelor’s Degree required.
• 1 – 3 years of Transfer Agency / Operations or financial services experience preferred.
• Strong skills with Microsoft Office suite of products.                                                                     
• Strong verbal and written communication skills with excellent attention to detail.