- US Bank (Oshkosh, WI)
- …or candidate - Nine or more years of experience in Mutual Fund Administration or related field, ie, public accounting Preferred Skills/Experience - Advanced ... legal, regulatory and accounting principles which directly affect the mutual fund industry and their clients - Ability to successfully coordinate and follow… more
- UMB Bank (Milwaukee, WI)
- …the following UMB Fund Services' departments: operations, shareholder services, fund accounting , tax, Fund /SERV, funds transfer, reconciliation, systems, ... and the posting of cash for a variety of mutual funds/alternative investment clients. Provide coaching, direction, support, and...a resource to the Balancers, Reviewers and to the fund clients by timely responding to questions and requests… more