Mutual Funds Soecialist

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Weekly Pay

Job Description:

Details:

• $28.40 per hour pay rate


• Full Time


• Temp to Hire


• Schedule: multiple available: 8AM-4:30PM, 9:30AM-6PM, or 10:30-7PM


• Onsite in Milwaukee during training - 3 days onsite after 8 weeks

What's in it for you?

• Health, Dental, Vision insurance offered


• 401k options


• Work with a great team!

Only considering candidates with the following:

• High School Diploma or Equivalent


• 3+ years of experience working with Mutual Funds


• Customer Service skills


• Previous experience/knowledge related to Financial Investment


• Experience with Microsoft Word/Excel/Outlook/Teams/Edge


• Adobe PDF experience

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

Full-time, Part-time
$28.4/hr

HV23