Mutual Funds Specialist

Job Role: Mutual Funds Specialist
Location: Milwaukee, Wisconsin 53202
Duration: 4-month contract
Extension to April is likely and conversion is hopeful

Top Requirements:

• Very detail oriented - number one priorityAble to work in fast paced environment while remaining efficient and accurate (tax season, Oct-April)Clear and concise written communication skills essential. Not client facing but need to be able to send emails to clients and add comments for visibility to different departments.
• Be able to remain calm in stressful situations (panicking due to stress or mistakes can lead to a cascade effect)In the past, contractors have been let go because skills looked good on paper but in practice were not compatible. Skillset did not match resume and they struggled through training. Please ensure you are properly vetting candidates for this to avoid similar situations.Not typical data entry. This is more analytical and requires higher level of critical thinking where application of learned skills is essential.
  Job Description:
• 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. Preferred Skills/Experience - Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines - Ability to perform multiple tasks in a dynamic working environment with minimal supervision - Effective verbal and written communication skills - Proficient mathematical and computer skills - Excellent customer service skills