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Job Description

-Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients. Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required. Establishes and maintains strong working relationships with mutual fund representatives and service providers.

-Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. Accountable for setting up securities, general account and asset level maintenance with some level of supervision. Responsibilities have various levels of risk correlating to the type and size of account or product. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department policies and procedures. We can Pay between $18 -$19 per hour.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

- Bachelor's Degree in related fields (Business or Finance) Or Two Years of equivalent experience in Finance

- Excel experience (filtering and sorting features and functions)

-Great communication, energy, and work ethic! -MS Access

-Excel (Pivot Table and V-look ups)

- Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients

- Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)

- Ability to multitask and meet established deadlines in a dynamic work environment

- Demonstrated analytical, problem-solving, decision-making, and organizational skills

- Effective customer relations, interpersonal, and verbal and written communication skills

- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications