Milwaukee, WI, USA
8 hours ago
Investment Operations Specialist
Kforce has a client in Milwaukee, WI that is seeking an Investment Operations Specialist for a hybrid role. Initial training would be on site. After the training, it would be three days in office per week. 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 * 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
Confirmar seu email: Enviar Email