Quality Analyst – Mutual Funds Contract NEW

Russell Tobin & Associates is currently seeking a Quality Analyst – Mutual Funds, 06-month Contract role for our Fortune 500 clients at Milwaukee, WI (Hybrid). Apply today for immediate consideration.

Hourly Pay: $24.75 W2

Overview/Description:

• Monitors and evaluates the quality of work as measured against timeliness, accuracy and productivity standards.
• Document quality issues, performance measures and quality improvements for management review.
• Provide information to assist in training and giving feedback to employees. Ensure proper application of and compliance with internal and regulatory standards, guidelines, and procedures.
• Independently analyzes complex cases requiring high level analysis and expertise. Work is moderately complex and may fall outside established procedures.
• Verify all processing of shareholder transactions, both financial and non-financial, for accuracy and completeness.
• Analyze new account set ups and maintenance. Additional responsibilities can include: review of shareholder correspondence for content, clarity, grammar, and typographical errors and/or review of Contact Centre transactions for caller verification.
• Communicate any transaction or reference discrepancies to appropriate parties. Resolve all quality control issues and maintain group work standards for volume and accuracy.
• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.

Qualifications

• Undergraduate degree in business or related field, or equivalent work experience required.
• Good knowledge and understanding of products and services applicable to Mutual Funds.
• Effective verbal and written communication skills.
• Attention to detail required.

Preferred Skills/Experience

• One to two years of experience in the quality analysis and measurement activities or in Mutual Fund operations.
• Good knowledge of the productivity and accuracy standards of Mutual Fund operations.
• Proficient computer skills, especially Microsoft Office applications.
• Ability to perform multiple tasks in a dynamic working environment with minimal supervision.

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