Immediate need for a talented Investment Operations Specialist. This is a 12+months contract opportunity with long-term potential and is located in Milwaukee, WI (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID: 24-52508
Pay Range: $19 - $20/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.
Key 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 as Bank will be liable. 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. Looking for someone interested in possibly converting as that is always the intention and may become available. There is also chance of extension.
- Performs a variety of operational duties within an assigned area of Investment Operations.
- Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review.
- Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers.
- Ensures the accuracy of account statements and information.
- Verifies account entries, ensures totals balance, and prepares correcting adjustments as needed.
- Ensures that all documentation requirements are satisfied.
- Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.
Key Requirements and Technology Experience:
- Key skills; Investments, accounting, financial services
- 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.
- Bachelor's Degree or at least 2 years Operations Experience demonstrating having to work with numbers and to what capacity.
- Finance experience preferred.
- Business accounting economics, math etc.
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.
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