Mutual Funds Specialist
$29 - $31 per hourKForce
DescriptionKforce 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 balancesRequirements* 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 supervisionJob TypeContractCompensation29 - $31
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Mutual Funds Specialist in Milwaukee, WI vacancy
$25 - $31 per hour
...Title: Mutual Funds Specialist Location: Milwaukee, WI Duration: 04 months (possible extension) Job description: Mutual Funds Specialist Join a dynamic team as a Mutual Funds Specialist and play a vital role in managing client investments with precision...SuggestedHourly payFull timeWork at officeLocal areaImmediate startRemote workSynergis
Milwaukee, WI4 days ago$25 - $31 per hour
...Mutual Fund Specialist Milwaukee, WI hourly pay : $25- $31/hr About the Role Process a variety of complex client/shareholder mutual fund transactions, including new account setups, purchases, redemptions, exchanges, and account maintenance within work standards...SuggestedHourly payWork experience placementLocal areaRussell Tobin
Milwaukee, WI3 days ago$30 - $31 per hour
...Immediate need for a talented Mutual Funds Specialist . This is a 02 months contract opportunity with long-term potential and is located in Milwaukee, WI (Hybrid) . Please review the job description below and contact me ASAP if you are interested. Job ID:26-3023...SuggestedContract workLocal areaImmediate startPyramid Consulting, Inc
Milwaukee, WI2 days ago$70.32k - $105.48k
About The JobThe Mutual Fund Administration (MFA) division is responsible for fund administration related to the Northwestern Mutual Series Fund which consists of 30 portfolios. MFA is also responsible for accounting and financial reporting related to Northwestern Mutual...SuggestedFull timeNorthwestern Mutual
Milwaukee, WI2 days ago$30 - $31 per hour
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$31.27 per hour
...seeking a dynamic, detail-driven Operations Specialist to join our team. In this mid-level role,... ...clear and accurate information regarding fund minimums, account options, and current... ...Skills Analytical Thinking Mutual Fund Accounting Banking Operations (2...Hourly payPermanent employmentTemporary workWork experience placementShift work$55.02k
...: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.... ...and tax accounting functions for the Northwestern Mutual Series Fund and/or separate accounts which invest the net considerations/premiums...Full timeContract workFlexible hours- ...Operations Specialist We are seeking a dynamic, detail-driven Operations Specialist to join our team. In this mid-level role, you will serve as a subject matter expert handling elevated client inquiries, streamlining critical workflows, and enforcing key compliance...
$31.09 per hour
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Milwaukee, WI3 days ago $60.44k - $71.1k
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Milwaukee, WI4 days ago $125k
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Brookfield, WI2 days ago$52.72k
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$45k - $48k
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Milwaukee, WI7 days ago$18 - $24 per hour
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Milwaukee, WI8 days ago - ...Primary responsibility will be supporting Northwestern Mutual's Succession Loan Support Program (SLSP). Manages many cases... ...agreements to leadership for signature executing loan confirmation and funding. Oversees team's SLSP special purpose email box for SLSP...Work experience placementWork at office
MARS IT Corp
Milwaukee, WI4 days ago $70.32k - $105.48k
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Milwaukee, WI4 days ago$77.96k - $97.3k
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Universal Health Services
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United Community Center
Milwaukee, WI4 days ago $19 per hour
...DescriptionJob Summary:We are seeking a dynamic and detail-oriented Payment Specialist to join our Payment Operations team. This role is responsible... ...and accurately count customer payments.Manage and secure funds in cash drawers or vaults.Provide change and balance cash...Work at officeAxon Advisors LLC
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Tier4 Group
Milwaukee, WI1 day ago $23 - $24 per hour
...or related field, or equivalent work experience required. knowledge and understanding of products and services applicable to Mutual Funds. Effective verbal and written communication skills. Attention to detail required. Preferred Skills/Experience. One to two...Contract workWork experience placementWork at officeLocal areaImmediate startPyramid Consulting, Inc
Milwaukee, WI14 hours ago
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