Mutual Funds Specialist

$29 per hour

Temporary

Milwaukee, WI

Kforce has a client that is seeking a Mutual Funds Specialist in Milwaukee, WI. Duties:

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
Effective verbal and written communication skills
Proficient mathematical and computer skills
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

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Vacancy posted 10 days ago

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