What are the responsibilities and job description for the Investment Operations Specialist position at Swipejobs?
Job Description
Job Description
Apply Today, Work Today
Weekly Pay
Job Description : Details :
21.58 per hour pay rate
Full Time
Temp to Hire
Hybrid in Milwaukee, WI (after 2-3 months training)
Schedule : 9am - 5pm M-F
What's in it for you?
Health, Dental, Vision insurance offered
401k options
Work with a great team!
Only considering candidates with the following :
Bachelor's Degree or at least 2 years Operations Experience demonstrating having to work with numbers and to what capacity
Finance experience preferred
Attention to detail
Effective Communicator both in person and virtually
MS Excel proficient
Sense of urgency
Experience shown dealing with back-office operations and exposure to market finance through schooling is a plus.
Responsibilities :
Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.
Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required.
Establishes and maintains strong working relationships with mutual fund representatives and service providers.
Candidate will need to have to have minimal trading errors
There is a minimum trade area goal so they will have to get though their que, and process accurately and not miss anything, and then cross check with their teammate.
They will be working with the Money Market Trading team through Microsoft Teams messaging and meeting.
Will interact with internal clients only. This team will be switching to a new system so there is a volume increase due to this.
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