Mutual Funds Specialist

We are seeking a dynamic, detail-driven Operations Specialist to join our team. In this mid-level role, you will serve as a subject matter expert handling elevated client inquiries, streamlining critical workflows, and enforcing key compliance and governance standards across our financial service offerings. If you thrive in a collaborative, fast-paced environment and take pride in delivering seamless end-to-end solutions for high-value accounts, we invite you to apply!

salary: $31.27 - $31.28 per hour shift: First work hours: 8 AM - 5 PM education: High School

Responsibilities

• Account & Transaction Processing: Initiate and execute account maintenance, new account setups, purchases, redemptions, and exchanges within established timelines.
• Shareholder Services: Respond to incoming client inquiries via phone, providing clear and accurate information regarding fund minimums, account options, and current balances.
• Financial Calculations & Adjustments: Calculate and process exact share trades, determine dividend distributions, and adjust account records in accordance with department policies.
• Account Reconciliation: Routinely reconcile account balances and verify financial data to ensure overall precision and audit readiness.

Skills

• Analytical Thinking
• Mutual Fund Accounting
• Banking Operations (2 years of experience is required)
• financial operations (2 years of experience is required)

Qualifications

• Years of experience: 0 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.