Mutual Funds Specialist — Entry Level, Milwaukee

Russell Tobin; Milwaukee (WI); On-site; USD 31,684 - 39,950; Full time

Job summary

A financial services firm in Milwaukee is seeking a Mutual Funds Specialist for a 6-month contract. The role involves processing complex fund transactions, ensuring compliance with regulations, and mentoring new team members. Candidates with 2-4 years of post high school education and strong communication skills are preferred. This entry-level position offers a pay range of $23.00 to $29.00 per hour based on experience, in a supportive and growth-driven environment.

Responsibilities

• Process a variety of complex client/shareholder mutual fund transactions.
• Analyze and process advanced financial and non-financial specialized trades.
• Perform intricate analysis of prospectus and legal documents.
• Ensure compliance with ethical codes and policies.
• Act as mentor and help transition new specialists.
• Engage in a culture of continuous improvement.

Skills

Excellent oral and written communication

Mathematical skills

PC skills

Customer service skills

Ability to collect and interpret diverse client/fund information

Strong reading comprehension

Education

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

Job description

A financial services firm in Milwaukee is seeking a Mutual Funds Specialist for a 6-month contract. The role involves processing complex fund transactions, ensuring compliance with regulations, and mentoring new team members. Candidates with 2-4 years of post high school education and strong communication skills are preferred. This entry-level position offers a pay range of $23.00 to $29.00 per hour based on experience, in a supportive and growth-driven environment.