Mutual Funds Specialist

What are we looking for in our Mutual Funds Specialist?

Russell Tobin & Associates is currently seeking a Mutual Funds Specialist, 06 Months Contract role for one of our Fortune 500 clients, at Milwaukee, WI (Onsite) .

Apply today for immediate consideration.

Hourly Pay : $24 to $28 W2

Location : Milwaukee, WI (Onsite)

Duration : 06 Months Contract until Feb 2025

Description :

• 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.

Additional required skills :

• Customer Service experience.
• Previous experience / knowledge related to Financial Investment.
• Computer Skills : Microsoft Word / Excel / Outlook / Teams / Edge (2-3 years minimum entry level experience).
• Adobe PDF (entry-intermediate level experience)

Preferred Skills / Experience :

• 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 supervision.
• Effective verbal and written communication skills - Proficient mathematical and computer skills.
• Excellent customer service skills.

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries.

Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs.

In other words, we connect top talent with companies.

As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

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.

Rate / Salary : Hourly Pay : $24 to $28 W2