Mutual Funds Specialist

Immediate need for a talentedMutual Funds Specialist. This is a02 months contract opportunity with long-term potential and is located inMilwaukee, WI(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-30230

Pay Range: $30 - $31/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key 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.

Our client is a leadingBanking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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