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Job Description:

Our client is seeking a Mutual Funds Specialist role in Milwaukee WI! This associate will be onsite

Details:

• $20.40 per hour pay rate
• Full Time
• Temp 6 month contract
• Chance of conversion if opening becomes available
• Schedule: 8:00AM-5:00PM Monday to Friday
• Onsite in Milwaukee Wisconsin

What's in it for you?

• Health, Dental, Vision insurance offered
• 401k options
• Weekly pay
• Work with a great team!

Only considering candidates with the following:

• Associate degree or Equivalent worked experience
• 3 years of experience working with Mutual Funds
• Customer Service skills
• Detail oriented, able to perform multiple tasks
• Proficient mathematical skills
• Previous experience/knowledge related to Financial Investment
• Experience with Microsoft Word/Excel/Outlook/Teams
• verbal and written communication skills.

Responsibilities:

• Processes new accounts, purchases, redemptions, exchanges, and account maintenance.
• Processes change requests to meet critical deadlines.
• Responds to current and prospective shareholder inquiries received via telephone, providing general investment company information via telephone such as minimums, options, and account balances.
• Initiates customer or account financial transactions and adjustments as authorized by department guidelines.
• Calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balances

Full-time, Part-time
$20.4/hr

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