Mutual Funds Specialist

Randstad is supporting a financial firm who is seeking a highly skilled Mutual Fund Specialist to process complex financial transactions while ensuring strict regulatory compliance. You will handle advanced trades, analyze legal documents, and collaborate with internal and external stakeholders to resolve inquiries. If you have a sharp analytical mind, excellent communication skills, and a passion for the financial services industry, we want to hear from you. Apply today to take the next step in your financial career!

salary: $28.39 - $28.4 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Responsibilities

• Process a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy
• Analyze and process advanced financial and non-financial specialized trades. Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, corporate resolutions
• Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures
• Act as mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team
• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification. 

Skills

• Verbal Communication
• Account Processing
• Communication
• Financial Services
• Compliance
• Administration
• AML

Qualifications

• Years of experience: 2 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.