Trading Specialist Job at Insight Global, Milwaukee, WI

QlVHV1lBVlNKcWFGdHF0WEFhQXVoQzRj
  • Insight Global
  • Milwaukee, WI

Job Description

Day to day:

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.

Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. Accountable for setting up securities, general account and asset level maintenance with some level of supervision. Responsibilities have various levels of risk correlating to the type and size of account or product. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department policies and procedures. We can pay between $18 -$19.23 per hour.

Must haves:

  • Bachelor's Degree in related fields (Business or Finance) Or Two Years of equivalent experience in Finance
  • Excel experience (filtering and sorting features and functions)
  • Great communication, energy, and work ethic!

Plusses:

-MS Access

-Excel (Pivot Table and V-look ups)

- Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients

- Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)

- Ability to multitask and meet established deadlines in a dynamic work environment

- Demonstrated analytical, problem-solving, decision-making, and organizational skills

- Effective customer relations, interpersonal, and verbal and written communication skills

  • - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Onsite for a few months, some WFH later - Schlitz Park Milwaukee area

Pay Rate: $18-19.50/hr depending on experience

Work Hours: Monday-Friday 9:00-5:00pm

2-3 months fully onsite for training

Tues-Thursday onsite after training

Job Tags

Hourly pay, Monday to Friday,

Similar Jobs

Elecnor Hawkeye

Human Resources & Marketing Intern ( {{city}}) Job at Elecnor Hawkeye

 ...Summary: Are you passionate about people, culture, and creativity? Join our dynamic team as a Human Resources & Marketing Intern , where no two days are the same! This internship offers a unique opportunity to gain hands-on experience in HR, office operations,... 

BrandCoven

Virtual Administrative Assistant Job at BrandCoven

 ...This is a remote position. As a Virtual Administrative Assistant, you will be responsible for performing administrative duties such as managing...  ...Proficiency in Google Workspace and Microsoft Office Suite (Word, Excel, PowerPoint). Experience in administrative... 

VIC XII LLC

Medical Front Office Receptionist Job at VIC XII LLC

 ...Job Description Description : We are looking to hire a Medical Receptionist with excellent organizational and administrative skills....  ...safety concerns promptly to appropriate personnel. Work Experience Requirements Pleasant, professional, and articulate phone... 

Precor

Sr. Electrical Engineer Job at Precor

 ...Electrical Power Systems Engineer, Substations Electrical Engineer: Robotics Hardware Engineering Redmond, WA $170,000.00-$240,000.00 1...  ...Engineer, Assistant (Generation) Robotics Control Engineer, Amazon Robotics Seattle, WA $116,300.00-$201,200.00 6 days ago... 

Freshpoint

CDL A Local Delivery Truck Driver Job at Freshpoint

 ...Base pay is $23.50/HR. Job Profile Summary All drivers run daily routes with frequent stops and are required to load packages onto...  ...in a cross-dock model picking up a loaded truck from a nightly delivery at the assigned loading dock and return the empty truck back to...