Mutual Funds Soecialist


Mutual Funds Soecialist

Milwaukee, Wisconsin, 53202
Pay Rate
$28.4 USD / hourly

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Weekly Pay

Job Description:


  • $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


  • 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


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