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Investment Operations Specialist (1 Year Assignment)

Employer
Kelly Services
Location
Milwaukee
Salary
19.00 - 21.00 USD Hourly

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Investment Operations Specialist (1 Year Assignment)


Location: Milwaukee, WI (THIS POSITION IS ONSITE)


Pay: $19 to $21/hourly


Our client, one of the top five banking organizations in the United States, is looking to add for a sharp, result driven, Investment Operations Specialist to join their Investment Operations team in Milwaukee!! This position is ONSITE FULL TIME. Potential Hybrid situation.


Performs a variety of operational duties within an assigned area of Investment Operations.


+ Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review.


+ Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers.


+ Ensures the accuracy of account statements and information.


+ Verifies account entries, ensures totals balance and prepares correcting adjustments as needed.


+ Ensures that all documentation requirements are satisfied.


+ Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.


+ Establishes and maintains strong working relationships with mutual fund representatives and service providers


Qualifications


+ Bachelor's Degree in Business, or 3+ years of the same experience


+ STRONG computer/program/software experience.


+ Strong accuracy and attention detail


**Why Kelly** **??** **?**


You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.


**About Kelly** **??**


At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.


Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.


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