<p>Kforce has a client in Milwaukee, WI that is seeking a Mutual Funds Specialist.</p> <p>Responsibilities:</p> <ul> <li>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 </li><li>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 </li><li>Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures </li><li>Act as mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team </li><li>Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification* Two to four years post high school education or equivalent work experience </li><li>Excellent oral and written communication, mathematical, PC, and customer service skills </li><li>Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals </li><li>Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements </li></ul> <p>Preferred Skills/Experience:</p> <ul> <li>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 </li><li>Excellent oral and written communication, mathematical, PC, and customer service skills </li><li>Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines </li><li>Strong reading comprehension skills to effectively interpret shareholder requests and legal documents </li><li>Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals </li><li>Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements </li></ul>