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Mutual Funds Specialist

Pyramid, Inc

Milwaukee, WI

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JOB DETAILS
SALARY
$26–$26.50 Per Hour
JOB TYPE
Full-time
SKILLS
Analysis Skills, Automation, Banking Services, Cataloguing, Communication Skills, Continuous Improvement, Detail Oriented, Documentation Review, Employee Benefits, Fund Accounting, Fund Management, ISO 9001, Inventory Levels, Investment Funds, Investment Services, Leadership, Legal Support Skills, Mail Processing, Marketing, Microsoft Word, Multitasking, Mutual Funds, Off-Site Storage, Presentation/Verbal Skills, Problem Solving Skills, Record Keeping, Regulatory Compliance, Risk, Risk Management, Sales Management, Securities Lending, Writing Skills
LOCATION
Milwaukee, WI
POSTED
13 days ago
Immediate need for a talented a Mutual Funds Specialist. This is a 06 months contract opportunity with long-term potential and is located in Milwaukee, WI(Onsite). Please review the job description below and contact me ASAP if you are interested.Job Diva ID: 26-00436Pay Range: $26 - $26.50 /hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: 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 within the mutual fund industry 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 shareholder transactions to determine proper departmental routing. Review documentation for regulatory compliance and indications of fraudulent activity. Complete shareholder identity verifications when necessary. Prepare and image documents into the electronic document management system. Analyze and process shareholder subsequent investments. Resolve internal and external issues that are sometimes not documented within work instructions and maintain work standards for volume and accuracy. Maintain shareholder purchase transactions as requested. Promptly research and complete records requests received from internal and external clients. Due to the nature of the records for some clients this task may become moderately complex and may deviate from standard work processes. Assist with the receipt, cataloging and preparation for off-site storage of client records and documents. Coordinate retrieval of documents stored off site as needed. Assist with department-wide projects and initiatives. Provide assistance with the converting records and deconverting of records for incoming and departing clients. Mail all correspondence with appropriate enclosures to shareholders, clients, and administrative agencies. Print and enclose forms for letters created through automation and then mail. Review the letters generated by the Correspondence writers that are “returned mail” to ensure the address is correct, and forward on to the next step in the process. Complete monthly inventory of letterhead and envelope stock used by Correspondence letter writers and Document Distribution Department (DDD). Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification. Key Requirements and Technology Experience: Key skills; "Funds”, “Banking”, “Financial Services”, “Operations” Two to four years post high school education or equivalent work experience required. Demonstrated organizational and problem solving abilities. Ability to perform multiple tasks in a dynamic working environment with minimal supervision. Attention to detail required. Excellent reading comprehension skills to effectively interpret shareholder requests. Effective verbal and written communication skills. Ability to lead and motivate others to exceed expectations through the creative use of resources. Excellent knowledge of MS Word. Ability to utilize U.S. Bank Global Fund Services account management and record keeping applications.Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.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, color, 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.By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.

About the Company

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Pyramid, Inc