LanceSoft, Inc. · 3 weeks ago
Mutual Funds Specialist
Milwaukee, WI
Full-time
Onsite
New Grad, Entry Level
$25/hr - $28/hrLanceSoft, Inc. is seeking a Mutual Funds Specialist to manage complex client and shareholder mutual fund transactions. The role involves processing account setups, transactions, and maintaining accuracy while analyzing financial documents and regulations.
Information Technology
Responsibilities
Process a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy
Analyze and process advanced financial and non-financial specialized trades
Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, corporate resolutions
Qualification
Required
Excellent oral and written communication, mathematical, PC, and customer service skills
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
Two to four years post high school education or equivalent work experience
Preferred
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
Company
LanceSoft, Inc.
Established in 2000, LanceSoft is a pioneer in delivering top-notch Global Workforce Solutions and IT Services to a diverse clientele.
Founded in 2000
5001-10000 employees
H1B Sponsorship
LanceSoft, 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 (55)
2024 (32)
2023 (23)
2022 (25)
2021 (60)
2020 (80)
Funding
Current Stage
Late StageLeadership Team
Ram Karuppusamy
Chairman & CEO
Simon Dealy
Chief Financial Officer
Company data provided by crunchbase