Investment Transaction Coordinator
1 day ago
**Job Summary:**
We are currently interviewing for a talented Investment Operations Specialist to fill this 12+ months contract opportunity with long-term potential in Milwaukee, WI.
The successful candidate will possess a strong background in investments, accounting, and financial services. They should be able to work effectively in a fast-paced environment and communicate clearly with colleagues and clients.
**Key Responsibilities:**
- Process and confirm open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.
- Communicate timely and effectively with trust administration, investment officers, trade services, and various other departments as required.
- Candidate will need to have minimal trading errors as the bank will be liable.
- They will work closely with the Money Market Trading team through Microsoft Teams messaging and meeting.
- Responsible for researching and resolving operational and/or accounting exceptions.
- Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers.
**Salary:** $19 - $20/hour. We offer a competitive salary range, employee benefits, and opportunities for growth and development.
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