Job Description

Job Title - Operations Analyst, MR-Distributor

Job Type- Full Time

Position Summary

This Operations position assists the Marketing Review (MR) team with various administrative responsibilities including running billing reports, volume reports, board reporting, website inspections, etc as well as assisting with system administration.

Job Duties

  • Create submissions for Annual and Semi-Annual Reports in the ComplianceAlpha Marketing Review system

  • Perform website inspections in accordance with the firm’s policy

  • Liaise with internal MR operations counterparts to assist with system administration

  • Work under pressure and time constraints to ensure client deadlines are met

  • Assist with various system related tasks, such as closing out stale files, running various volume reports, and uploading supporting documents to the system

  • Track progress of assignments using project m...

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