eTeam ยท 1 day ago
Mutual Funds Specialist
Milwaukee, WI
Contract
Onsite
Entry, Mid Level
$28/hr - $31/hr
2+ years expeTeam is a global fund services provider that offers a range of services including fund administration and compliance. They are seeking a Mutual Funds Specialist to analyze shareholder transactions, ensure regulatory compliance, and provide exceptional service to mutual fund clients and shareholders.
Information Technology
Responsibilities
Analyze moderately complex shareholder transactions to determine proper departmental routing
Review documentation for regulatory compliance and indications of fraudulent activity
Complete shareholder identity verifications when necessary
Prepare and image documents into the electronic document management system
Analyze and process shareholder subsequent investments
Resolve internal and external issues that are sometimes not documented within work instructions and maintain work standards for volume and accuracy
Maintain shareholder purchase transactions as requested
Promptly research and complete records requests received from internal and external clients
Assist with the receipt, cataloging and preparation for off-site storage of client records and documents
Coordinate retrieval of documents stored off site as needed
Assist with department-wide projects and initiatives
Provide assistance with the converting records and deconverting of records for incoming and departing clients
Mail all correspondence with appropriate enclosures to shareholders, clients, and administrative agencies
Print and enclose forms for letters created through automation and then mail
Review the letters generated by the Correspondence writers that are 'returned mail' to ensure the address is correct, and forward on to the next step in the process
Complete monthly inventory of letterhead and envelope stock used by Correspondence letter writers and Document Distribution Department
Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by ISO 9001 certification
Qualification
Required
Two to four years post high school education or equivalent work experience required
Demonstrated organizational and problem solving abilities
Preferred
Ability to perform multiple tasks in a dynamic working environment with minimal supervision
Attention to detail required
Excellent reading comprehension skills to effectively interpret shareholder requests
Effective verbal and written communication skills
Ability to lead and motivate others to exceed expectations through the creative use of resources
Excellent knowledge of MS Word
Ability to utilize Global Fund Services account management and record keeping applications
Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines
Proficient mathematical and computer skills
Excellent customer service skills
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam 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 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Founder and Global Director-Strategic Accounts
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase