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Mutual Funds Specialist

Company: INSPYR Solutions
Location: Milwaukee
Posted on: September 19, 2023

Job Description:

Title: Mutual Funds Specialist
Location: Onsite - 8-4:30 pm Milwaukee Lewis Center 615 E Michigan St., Milwaukee, Wisconsin 53202
Compensation: 20-22.10/hr W2
Duration: 6 + month contract
Work Requirements: US Citizen, GC Holders or Authorized to Work in the US

Qualified candidates may send a copy of their resume to Michelle Nicolaus at
Job 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.

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

Our benefits package includes: Comprehensive medical benefits
Competitive pay, 401(k)
Retirement plan
---and much more!

About INSPYR Solutions:

As a leading information technology partner, we connect top IT talent with our clients to provide innovative business solutions through our IT Staffing, Professional Services, and Infrastructure Solutions divisions. We understand and value the unique needs of highly-skilled information technology professionals in the industry and always strive to stay above the curve. Our company was founded on the following core values: Be the Best, Understand the Urgency, Never Ever Give Up, Have the Courage to Excel, and Make a Contribution. We take pride in our business model and strive to create a positive workplace environment through an exemplary culture.

INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.


Keywords: INSPYR Solutions, Milwaukee , Mutual Funds Specialist, Other , Milwaukee, Wisconsin

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