SEC Reporting Specialist - Mutual Funds

Remote

Full-TimeDepends on ExperienceMid-LevelBachelors

Job Description

Manage projects and customer relationships: Execute projects effectively and efficiently to deliver on-time, on-budget, high-quality results and ensures customer expectations are met. Assist with review of customer prepared mutual fund prospectus to produce the highest quality XBRL filing documents. Manage multiple project engagements and interact through appropriate communication channels with Professional Services Team. Maintain thorough technical knowledge of US Mutual Fund Risk/Return Taxonomies. Perform final audit tie-outs of XBRL filing documents. Collaborate internally with Client Services, Quality Assurance, and Product Management.

Where is this job?

This job opening is listed as 100% remote

Job Qualifications

Able to allow for contingencies, prioritize multiple and potentially overlapping customer requirements
2+ years of experience; Previous experience in accounting or finance preferred
Demonstrates strong teamwork orientation

Required Skills

Documentation
Product Management
Writing Skills
Time Management Skills
Data Analysis and Presentation

Soft Skills

Verbal communication
Driven and self-motivated
written communication
Adaptability
Problem Solving Skills
Detail oriented and highly organized
Multi tasker

Compensation

According to JobzMall, the average salary range for a SEC Reporting Specialist - Mutual Funds is between $50,000 - $70,000. This range may vary depending on the experience, education, qualifications, and location of the individual.

Additional Information

Workiva is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedJuly 19th, 2021

Apply BeforeAugust 19th, 2025

This job posting is from a verified source.

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