Funds Specialist Contract

Russell Tobin and Associates is currently hiring a Funds Specialist for our Fortune 500 Client in Milwaukee, WI. Apply today for consideration!

Duration: 9+ months with possible extension
Pay rate: $24.00/hr

JOB SUMMARY:

Key job 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.

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

#CB
Rate/Salary: $25.00/hr