What are the responsibilities and job description for the Mutual Fund Specialist position at Russell Tobin?
Russell Tobin & Associates is currently seeking a Mutual Funds Specialist, 06 Months Contract role for one of our Fortune 500 clients, at Milwaukee, WI (Onsite). Apply today for immediate consideration.
Hourly Pay: $24 to $28.40 W2
Location: Milwaukee, WI (Onsite)
Duration: 06 Months Contract until Feb 2025
Description:
- 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.
Additional required skills:
- Customer Service experience.
- Previous experience/knowledge related to Financial Investment.
- Computer Skills: Microsoft Word/Excel/Outlook/Teams/Edge (2-3 years minimum – entry level experience).
- Adobe PDF (entry-intermediate level experience)
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.
BENEFITS DISCLOSURE
“Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.”
Salary : $24 - $28