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Mutual Funds Specialist

3 months ago

Milwaukee, United States Russell Tobin & Associates Full time



What are we looking for in our Mutual Funds Specialist?

Russell Tobin's client, a diversified financial services company is seeking  a Mutual Funds Specialist in Milwaukee, WI 

Apply Now

Employment Type: Contract/Onsite

Location: Milwaukee, WI 

Pay rate: $23-$26/hr, DOE

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.

Requirements:

  • Strong Time Management/Multi-tasking/Organizational Abilities
  • Customer Service experience
  • Previous experience/knowledge related to Financial Investment
  • Computer Skills: Microsoft Word/Excel/Outlook/Teams/Edge (2-3 years minimum – entry level experience)
  • Adobe PDF (entry-intermediate level experience)

Nice to have:

  • 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
  • Proficient mathematical and computer skills
  • Excellent customer service skills
  • TA2000 software
  • AWD (Imaging Program)

Benefits that Russell Tobin offers:

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors. 

#CB

Rate/Salary: $23-$26/hr, DOE