The Account Service Specialist is responsible for providing various mutual fund transfer agency operations functions and maintaining accurate records for the mutual fund clients of Gemini Fund Services, LLC ("GFS"), a wholly owned subsidiary of NorthStar Financial Services Group, LLC.
Essential Functions:
• Review incoming new account paperwork to ensure the paperwork meets operational standards and SEC, IRS, and prospectus guidelines and set up new accounts in the transfer agent system ...
NorthStar Financial Services Group, LLC - 30+ days ago
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