Mutual Funds Specialist

Pyramid Consulting, Inc; Milwaukee (WI); Hybrid; USD 41,000 - 43,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid sick leave

Job summary

Pyramid Consulting, Inc. is sourcing a Mutual Funds Specialist for a 2-month contract in Milwaukee, WI (Hybrid). The role focuses on processing mutual fund transactions, maintaining accounts, and responding to shareholder inquiries by phone.

This assignment offers exposure to banking industry clients and the potential for extension beyond the initial term. The pay range is $30-$31 per hour, with standard benefits including health insurance, a 401(k), and paid sick leave where applicable.

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.

Job description

Immediate need for a talented Mutual Funds Specialist. This is a 02 months contract opportunity with long-term potential and is located in Milwaukee, WI (Hybrid).

Job ID:26-30230

Pay Range: $30 - $31/hour.

• health insurance (medical, dental, vision)
• 401(k) plan
• paid sick leave (depending on work location)

Key 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.

Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.