At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE
Responsible for the routine review and approval of expenses for Distribution’s client-facing employees. Under manager supervision and through team collaboration, adheres to MFS policies and guidelines governing sales practices for client financial support. Interacts and builds relationships with various departments within MFS. Assists in the reporting and mobile engagement efforts for Distribution.

WHAT YOU WILL DO

• Monitors expense submissions for client-facing Distribution employees (e.g. for travel, entertainment, Business Partner and MFS sponsored training, seminars, gifts, etc.), and processes, approves, and/or rejects expenses with respect to MFS guidelines, procedures, and policies.
• Assists with the review of required documentation and ensures approvals are received on all expenses in accordance with the appropriate guidelines and procedures. Provides feedback to employees and supervisors on expense submissions that are not in good order.
• Escalates potential violations of MFS policies for business partner financial support to the Oversight Lead Specialist.
• Partners with the Oversight leadership on reporting. Identifies opportunities to use different data sets for current and future reporting.
• Assembles data from multiple sources to insert into reporting templates for distribution reporting. Maintains good records for the source data and the final reports.
• Assists Sr. Manager with the mobile device program. Reviews monthly user activity and confirms the mobile engagement dashboards are being refreshed timely. Helps with onboarding and off boarding employees.
• Assists in any projects and team initiatives as needed

WHAT WE ARE LOOKING FOR

• Bachelors’ degree or equivalent work experience.
• Minimum of 0-1+ years of investment industry related experience.
• Proficiency in Microsoft applications (Word, Excel, PowerPoint)
• Proven reporting and analytical skills
• Organizational and time management skills to handle multiple tactical priorities and meet deadlines.
• Strong analytical skills, cognitive thinking of rules and regulations, and attention to detail is critical, and commitment to the highest quality standards; prioritize work effectively and show adaptability to changing internal priorities and internal client demands.
• Excellent written and verbal communication.
• Completes work with a limited degree of supervision

#LI-HD1

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At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What we offer:

• Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
• Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
• Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
• Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
• Life & Disability Benefits: Company-paid basic life insurance and short-term disability
• Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision, linked for your reference.