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Facilitates reconciliation of settled trades within Touchstone CRM tool. Initiates and receives calls from various levels of internal and external customers (broker-dealer back-office personnel) relating to reporting, sales, research and various other mutual fund operational-related issues. Updates and maintains systems as necessary. Works with general supervision and is responsible for making a minimal range of decisions.
Supports product development, implementation, enhancement, maintenance and ETF capital markets for the Touchstone product roster. Supports development and enhancement of prospectuses, annual reports and other regulatory materials while interacting with various entities and functional areas. In addition, supports the ETF product line and capital markets team, engaging with all firms in the ETF ecosystem including stock exchanges, market makers, and Authorized Participants. Supports business development and sales support activities for all products. Works under supervision of senior team members, escalating when appropriate.