POSITION TITLE: LITERATURE FULFILLMENT COORDINATOR
DEPARTMENT: LITERATURE FULFILLMENT SERVICES
Bachelor degree or relevant experience required
One year of warehouse and fulfillment operations related experience required
Strong understanding of U.S. Postal Service rules and regulations required
Understanding of mutual fund compliance and marketing literature preferred
Proficient in Microsoft Word, Excel, and Access required
Manage updates to the literature fulfillment system, including: item and kit set-up, item maintenance, item and kit revisions, effective dates of items, item descriptions, revisions, kit assemblies.
Ensure Federated, through the fulfillment vendor, provides the correct, up-to-date versions of all compliance materials and that the materials are received by requesters in accordance with the time frame set by the SEC.
Coordinate with Project Managers and fulfillment operations the timing of marketing material updates as well as regulatory documents stored in the warehouse.
Ensure consistency in item descriptions including fund acronyms, item types and revision dates.
Research and respond to questions from internal clients and fulfillment supplier.
Provide guidance to fulfillment vendor to assist in maintaining accurate data in their system to ensure compliance.
Review, reconcile, submit and track all fulfillment-related invoices from vendors for services including: fulfillment, projects/mailings, print-on-demand, post-sale fulfillment, etc.
Handle all aspects of Xerox literature reprints for stock, including; determining quantity to print, working with the Literature Production team to ensure proper pdf document is available in Livelink and coordinate job with fulfillment operation.
Prepare and send fulfillment related reports to internal clients and management
Complete personalized mailings by reviewing lists, removing duplicates and merging address files and letters.
Prepare and complete annual and quarterly mailings for compliance required and new materials. Request/review mail files, coordinate with fulfillment vendor the timeline and uploading files.
To comply with the USPS Move Update standards to achieve the First Class and Standard mail discounts, work with external vendors to utilize the National Change of Address Linkage System (NCOA).
8:30 a.m. - 5:00 p.m. (Overtime as required)
Warrendale location – Pittsburgh, PA 15086
Strong, positive interpersonal and communication skills in dealing with clients, vendors and coworkers
Ability to gather and analyze information, make sound high-impact decisions and propose solutions to problems
Ability to prioritize multiple tasks and meet deadlines
Demonstrate excellent follow-through and attention to detail
Must be able to work independently as well as in a team environment under time-sensitive deadlines
Federated Investors, Inc. offers a competitive salary and benefits package along with a professional environment.
Since 1955, millions of investors in the United States and around the globe have relied on Federated Investors, Inc. (NYSE: FII) for world-class investment management. Federated has grown to become one of the nation's largest investment managers with $366 billion in assets under management.
Federated has honed its disciplined investment process over a half-century to deliver style-consistent inv...estment products, including 123 domestic and international equity, fixed-income and money market funds, as well as a variety of separately managed accounts. Federated's diversified product line is distributed through more than 8,400 financial intermediaries and institutions who assist investors in meeting their unique objectives. For additional information about Federated Investors visit FederatedInvestors.com.