Be a gamechanger! This is a brand new position working within a fantastic group. Wonderful firm, job is open due to growth and there is an abundance of growth associated with this job.

We are seeking a Shareholder Services Writer – Boston- Hybrid schedule- 3x in office 2x home

You would be responsible for composing and formatting letters to our shareholders, creating content, process and policies, materials, manuals and documentation in accordance with standards and brand while collaborating with clients or business subject matter experts to understand business changes and audience needs.

In This Role, You Will

Participate in establishing documentation guidelines and procedure audits
Review regulatory changes or partner with regulatory change agents to proactively identify required updates – great templates for letters
Act as a project manger with vendors
Maintain document library or repository and update tables in appropriate systems.
Review changes to business operations for potential impact to other documentation or resources
Create, edit and format moderately complex to complex internal letters, materials, or other documentation related procedures and policies
Publish shareholder communications to standards
Present recommendations for resolving moderately complex to complex problems and projects
Create letters sent to shareholders, regarding changes to funds, oversights, changes to regulatory procedures and proxy voting announcements
Assist others to resolve process gaps, providing input and suggestions based on observations
Research, review and translate technical information to users
Provide guidance to less experienced staff
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Partner with subject matter professionals to understand business needs as it relates to procedures

Required Qualifications, US:

2+ years of Writing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Strong knowledge of mutual funds

Desired Qualifications:

Strong attention to detail and accuracy skills
Strong mutual fund knowledge a must to be considered
Excellent verbal, written, and interpersonal communication skills
Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
Intermediate Microsoft Office (Outlook, Excel, Word, PowerPoint, Teams and SharePoint) skills
Strong collaboration and partnering skills
Have a sense of urgency
Strong time management skills and ability to meet deadlines
Ability to take on a high level of responsibility, initiative, and accountability
Knowledge and understanding of writing, editing, coordinating, and publishing sensitive documentation
Strong research and documentation skills
Process documentation experience
Ability to influence across all organizational levels, particularly senior management
Strong relationship management skills

Sorry, this position is filled.