Mutual Funds Specialist Contract

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

Title: Mutual Funds Specialist
Duration: Milwaukee, WI (Hybrid)
Pay Rate: $24 /hour
Duration 9+ Months

Job Description:

Client’s Global Fund Services (GFS) offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative investment product services. We provide the efficiencies necessary for fund sponsors to deliver economical completive products while we protect their business interests and minimize risks.

As a transfer agent within GFS, we act as liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders. We have a fantastic opportunity for individuals, with excellent multi-tasking abilities to provide a superior level of service to our growing group of high profile clients and their shareholders. Efficient and detail oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal, and written communications.

Analyze moderately complex transaction requests in order to communicate with shareholders, clients and administrative agencies via written correspondence to resolve problems regarding shareholder requests and regulatory requirements. Explain prospectus, annual report, signature guarantee/redemption procedures and financial report information as requested. Correspond with shareholders via the EnCorr System, using existing Microsoft Word formats and content. Due to the research sometimes required as part of this process the representative will sometimes need to perform actions that are not specifically documented within the work instructions. This position also requires the representative to assist management with procedural updates and the mentoring of new employees. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.

Basic Qualifications

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

Preferred Skills/Experience

Typing skills in excess of 25 WPM

Good Knowledge of MS Word

Strong analytical and organizational skills

Attention to detail

Ability to perform multiple tasks in a dynamic working environment with minimal supervision

Excellent verbal and written communication skills

Excellent customer service skills

#CB
Rate/Salary: Pay range – $24-$25/hour