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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?

Pride Global/Russell Tobin & Associates is seeking a Mutual Funds Specialist to work for one of our top clients in Milwaukee, Wisconsin 53202.

Apply today for consideration

 

Job Title: Mutual Funds Specialist

Pay Rate: $26/hr. to 28.40/hr. DOE

Training Info:

  • 5 DAYS PER WEEK/FULLY ON-SITE DURING TRAINING (training period roughly 8 weeks)
  • Hours during training: 8AM – 4:30PM or 5PM (TWO 15 MINUTES BREAKS, 30 MIN LUNCH)
  • Position Will Convert to Hybrid After Training (3 Days Per Week on Site)

Examples of shifts:

  • 8AM-4:30PM
  • 9:30AM-6PM
  • 10:30-7PM

Location: Milwaukee, Wisconsin 53202

Duration: Till Feb 12, 2025, (with possibility of extension or conversion)

 

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.

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.

Additional Required Skills:

  • 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)

Preferred skills/Previous Experience/Knowledge in (not required):

  • TA2000 software
  • AWD (Imaging Program)

ABOUT US:

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies.

As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

Russell Tobin offers eligible employees 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.

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Rate/Salary: Pay Rate: $26/hr. to 28.40/hr. DOE