Investment Associate

Russell Tobin & Associates is currently seeking a Operations Associate - Investment , 12+ Months Contract role for one of our Fortune 500 clients, for Milwaukee, WI (Hybrid) . Apply today for immediate consideration.

Position : Operations Associate - Investment

Location : Milwaukee, WI (Hybrid)

Contract Duration : 12+ months with potential extension

Pay rate : $20-22.00 / hr on w2

Job Summary :

• Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.
• Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required.
• Establishes and maintains strong working relationships with mutual fund representatives and service providers.
• Performs a variety of operational duties within an assigned area of Investment Operations.
• Researches and resolves operational and / or accounting exceptions, some of which may involve extensive review.
• Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers.
• Ensures the accuracy of account statements and information.
• Verifies account entries, ensures totals balance and prepares correcting adjustments as needed.
• Ensures that all documentation requirements are satisfied.
• Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.