Regulatory Reporting Specialist

Job Summary

A company is looking for a Regulatory Reporting Specialist.

Key Responsibilities

• Generate and reconcile shareholder tax forms to ensure accuracy and compliance
• Maintain shareholder recordkeeping systems and monitor reporting outputs
• Coordinate escheatment activities and educate stakeholders on regulatory updates

Required Qualifications

• Bachelor's degree in business administration
• 2-3 years of experience in mutual fund operations
• Experience with mutual fund tax reporting requirements
• Knowledge of state escheatment rules
• Proficiency in Microsoft Office Suite and Adobe Acrobat