Investment Transaction Coordinator

1 day ago


Milwaukee, Wisconsin, United States Pyramid Consulting, Inc Full time

**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:**

  1. Process and confirm open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.
  2. Communicate timely and effectively with trust administration, investment officers, trade services, and various other departments as required.
  3. Candidate will need to have minimal trading errors as the bank will be liable.
  4. They will work closely with the Money Market Trading team through Microsoft Teams messaging and meeting.
  5. Responsible for researching and resolving operational and/or accounting exceptions.
  6. 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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