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:
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
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
...Spraying experience is very helpful.Our company is growing and we pride ourselves in working with quality painting crews! If you are a painting subcontractor interested in working with our dynamic team, please fill out the application.The ideal candidates are painting...
**Responsibilities**The Physician Assistant is a licensed professional provider that works under the supervision and direction of collaborating physicians or the Medical Director for the Hospitalist program; they provide direct, comprehensive, preventative and therapeutic...
...paleontological sites, wildlife, trails & roads, utilities & buildings GIS data. HOUSING WILL BE AVAILABLE! Position Responsibilities:... ...GIS data available for use within the park and beyond. The GIS intern will be assigned several projects in support of this endeavor...
...environment and excellent benefits for you and your family ? Then we want to hear from you! We are looking for an experienced installation & field service technician to join our team in Houston, Texas. Description: Galvo and Flatbed - Co2 and Fiber Laser Machinery...
...communication and interpersonal skills ~ Self-motivated, reliable, and eager to learn ~ Passionate about making a positive social impact Benefits: Comprehensive training and one-on-one mentorship Career growth opportunities in fundraising and nonprofit marketing...