Mutual Funds Specialist

Milwaukee, WI

Onsite  -  NON IT - Lending / Loans / Banking  -  Contract  -  Job ID: 24-00661

Title: Mutual Funds Specialist 
Location: Milwaukee, WI 53202
Duration: 6+ months 
Work Requirements: US Citizen, GC Holders or Authorized to Work in the US

  • 100% in office for the first 6 months, possible hybrid environment after
  • Monday-Friday 8 am to 5 pm 

Top 3 MUST HAVE skills or experience required:

  • Excellent oral and written communication, mathematical, PC, and customer service skills
  • Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals
  • Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements

Role and 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 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

Preferred Skills/Experience:

  • Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices, and procedures gained through experience working within the industry or through post-secondary education
  • Excellent oral and written communication, mathematical, PC, and customer service skills
  • Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines
  • Strong reading comprehension skills to effectively interpret shareholder requests and legal documents
  • Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals
  • Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements

Education requirements:

  • Two to four years post-high school education or equivalent work experience

Our benefits package includes:

  • Comprehensive medical benefits
  • Competitive pay, 401(k)
  • Retirement plan
  • …and much more!

About INSPYR Solutions
Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients' business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.
 
INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

24-00661

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