Kforce Inc · 2 weeks ago
Mutual Funds Specialist
Milwaukee, WI
Contract
Onsite
Entry Level
$24/hr - $26/hr
2+ years expKforce Inc is a staffing agency that has a client seeking a Mutual Funds Specialist. The role involves acting as a liaison and providing service to mutual fund companies and their shareholders, requiring excellent multi-tasking abilities and attention to detail.
ConsultingEmploymentFinancial ServicesHuman ResourcesStaffing Agency
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
Due to the nature of the records for some clients this task may become moderately complex and may deviate from standard work processes
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
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 the company's account management and record keeping applications
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.
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
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