kforceSouth Milwaukee, WI
Mutual Funds Specialist
Mutual Funds Specialist
Mutual Funds Specialist
kforceSouth Milwaukee, WI
12 days ago
Securities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All OtherPersonal Financial Advisors
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role →Description: 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 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
Also on the board Same function, level within a rung
Level
Mid
Location
South Milwaukee, WI
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
12 days ago