Pay Rate: $30 - $31
Fte Conversion Expected
Training Info: Five days per week/fully onsite during training (training period roughly eight weeks)
Hours during training: 8AM 4:30PM or 5PM (two 15 minute breaks, 30 min lunch)
Location: Milwaukee Lewis Center, 615 E Michigan St, Milwaukee, Wisconsin 53202
Position will convert to hybrid after training (three days per week on site)
Candidates must have backgrounds in financial services/banking
Description: Bank Global Fund Services (GFS) offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services, and alternative investment product services. We provide the products and services necessary for fund sponsors to focus on investing while we protect their business interests and minimize risks.
As Transfer Agent, we act as liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders. We have numerous opportunities for individuals, with excellent multitasking abilities to provide a superior level of service to our growing group of high profile clients and their shareholders. Efficient and detail oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal, and written communications. Accept and process telephone transaction and maintenance requests from institutional level shareholders. Field shareholder inquiries regarding account setup, prior transactions, fund objectives, and performance. Provide prompt notification of trade activity to internal and external clients as required. Serve as point of contact for internal and external clients. Field inquiries and transaction requests from retail level shareholders as required. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement.
Mutual Funds Specialist • Milwaukee, WI, United States
Kforce has a client in Milwaukee, WI that is seeking a Mutual Funds Specialist.Responsibilities:Processes new accounts, purchases, redemptions, exchanges, and account maintenanceProcesses change re... Show more
Collections SpecialistWe are hiring for a Collections Specialist in West Allis, WI.This role will focus on reaching out to customers via phone and email to address outstanding payments (business to... Show more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more
The Client Accounting Specialist is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations.Assist with in ... Show more
Work Model: You'll work in a hybrid model, onsite at your designated Regal Rexnord location at least 3 days per week (MondayThursday), with flexibility to work remotely up to 2 days, including Frid... Show more
Compliance Specialist - RemoteGenesis10 is currently seeking a Compliance Specialist - Remote position with a Major Financial Services Company located in Milwaukee, WI.This is a 6month contract opp... Show more
Our client is one of the top lending institutions in the USA.Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform.Here are a fe... Show more
Join Us To Help Find Cures For Cancer.How many people can answer the question, "What do you do for a living?" with the answer, "I help find cures for cancer.At Blood Cancer United, employees take o... Show more
Russ Darrow Corporate - Menomonee Falls, WI 53051.Position Type Full Time Job Shift Day Travel Percentage None.The Russ Darrow Group is looking for motivated individuals to join our team! Our passi... Show more
This is more than a traditional HR role.You will be a trusted advisor to local leadership, a coach to managers, and an advocate for associates, influencing decisions that impact culture, engagement... Show more
The world of finance moves fast.Our teams are empowered to learn, grow, and make an impactin their careers and communities.We deliver innovation that advances the way the world pays, banks and inve... Show more
Finance Manager needs 4 years of experience in Financial Planning and Analysis or equivalent experience in Accounting/Finance.Bachelor's Degree in Accounting or Finance.Financial Planning and Analy... Show more
The world of finance moves fast.Our teams are empowered to learn, grow, and make an impactin their careers and communities.We deliver innovation that advances the way the world pays, banks and inve... Show more
Associate Operations Specialist - Oarsman Capital (.The Associate Operations Specialist provides foundational support to the operations team by assisting with account documentation, data entry, and... Show more
Tri-City Group is currently seeking a Finance Project Manager for an immediate opening in Port Washington, WI.This role is responsible for financial planning, ensuring that goals and contractual ag... Show more
On-site support accounts receivable and core accounting operations for a growing manufacturing company.Are you detail-oriented, analytical, and looking to build your career in a role that touches e... Show more
AnnuallyLocation : Brookfield, WIJob Type: Full TimeJob Number: 2026-16Department: FINANCEOpening Date: 03/04/2026Closing Date: 3/29/2026 12:00 PM CentralDescriptionSummary: The Deputy Finance Dire... Show more
Finance / Accounting - Policy Underwriting.Finance / Accounting - Policy Underwriting.Responsible for determining acceptability of insurance risks and appropriate premium rates for large and comple... Show more
Director of Capital Funds Travaux, Inc.Reports to: VP of Travaux and Asset Management FLSA: Exempt Status: Full-time Job Location: Milwaukee, WI.Position Summary: The Director of Capital Funds is... Show more
Satisloh North America is looking to hire an Export Compliance Specialist.The Export Compliance Specialist is an integral part of the business and ensures the company remains in compliance with reg... Show more
