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

Freeman Mathis & Gary, LLP

Junior Legal Secretary Job at Freeman Mathis & Gary, LLP

 ...mail/collecting, sending outgoing mail. Maintains attorneys calendars with dates of importance. Familiar with State and Federal court filings, including submission of electronic filings. Monitor and maintain office and kitchen supplies to ensure office is stocked... 

Prime Capital Financial

Trading Coordinator Job at Prime Capital Financial

 ...We seek a highly motivated individual with meticulous attention to detail and a focused and strong work ethic to fulfill the Trading Coordinator role with Prime Capital Financial, LLC . Our standards are to be the very best and we are looking for people with the drive... 

DHL

Tasker Job at DHL

Tasker Location Whiteland, IN : DHL Supply Chain is Hiring! At DHL, you will play a part in one of the world's most essential industries. There has never been a better time to join DHL Supply Chain. In a global business like ours, the opportunities are endless. So, join... 

Healthcare Recruitment Counselors

Orthopedic Surgeon / Orthopedist Alexandria VA Job at Healthcare Recruitment Counselors

Orthopedic Surgeon / Orthopedist Alexandria VA Full time We are seeking an Orthopedic Surgeon / Orthopedist to join our medical practice full time in Alexandria, VA. Ideally, we are looking for a board-certified orthopaedic surgeon or non-surgical orthopedist, trained... 

Medic 1 Ambulance

Wheelchair Express Driver Job at Medic 1 Ambulance

 ...provides transportation Services for our clients that require the use of wheelchair accessible vehicles. The driver may provide service for clients to routine medical appointments from their home, hospital, facility,behavioral health services and centersor other...