Kforce Inc ยท 1 day ago
Mutual Funds Specialist
Milwaukee, WI
Contract
Onsite
New Grad, Entry Level
$23/hr - $25/hrKforce Inc is seeking a Mutual Funds Specialist in Milwaukee, WI. The role involves processing new accounts and transactions, responding to shareholder inquiries, and ensuring compliance with industry regulations.
ConsultingEmploymentFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
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
Qualification
Required
Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices, and procedures gained through experience working within the industry or through post-secondary education
Excellent oral and written communication, mathematical, PC, and customer service skills
Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines
Strong reading comprehension skills to effectively interpret shareholder requests and legal documents
Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals
Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements
Benefits
Medical/dental/vision insurance
HSA
FSA
401(k)
Life, disability & ADD insurance
Company
Kforce Inc
Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services.
Founded in 1962
1001-5000 employees
H1B Sponsorship
Kforce Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (792)
2024 (667)
2023 (734)
2022 (843)
2021 (1197)
2020 (858)
Funding
Current Stage
Public CompanyTotal Funding
unknown2024-05-20IPO
2014-06-08Acquired
Leadership Team
Aaron Travis
Digital Experience Delivery Director | Kforce Consulting Solutions
Recent News
2025-11-19
2025-11-07
2025-11-04
Company data provided by crunchbase