NEW JOB OPENING
MUTUAL FUNDS SPECIALIST
IN Milwaukee, WI, USA!

 

Date Posted: 06/02/2026
Hiring Organization: Rose International
Position Number: 502169
Industry: Financial Services
Job Title: Mutual Funds Specialist
Job Location: Milwaukee, WI, USA, 53202
Work Model: Onsite
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 27.00
Max Hourly Rate($): 28.40
Must Have Skills/Attributes: Banking/Financial, Customer Service
Experience Desired: Working knowledge of the securities / mutual fund industry (1+ yrs); Experience setting up new accounts and account maintenance (1+ yrs)
Required Minimum Education: Associate’s Degree

**C2C is not available**

 

Job Description
Note: Parking lot available behind the building, rate per day $14.00 – additional lots and parking is available rates vary.



Required Education:

Two to four years post high school education or equivalent work experience



Required Skills and Experience

• Excellent oral and written communication, mathematical, PC, and customer service skills

• Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals.

• Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.





Desired Skills

• Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices, and procedures gained through experience working within the industry or through post-secondary education.

• Excellent oral and written communication, mathematical, PC, and customer service skills.

• Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines.

• Strong reading comprehension skills to effectively interpret shareholder requests and legal documents.

• Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals.

• Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.



Job Duties

Process a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy. Analyze and process advanced financial and non-financial specialized trades. Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, corporate resolutions. Actively ensures compliance with the client Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Act as mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.



Typical Day

100% in office for the first 6 months, possible hybrid environment after with manager approval. No overtime.
  • **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

  • **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**


 

Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).

 

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About Rose

  • Founded in 1993
  • Office Locations Across the U.S.
  • 150+ Clients: Corporations and Government Agencies
  • Employee Oriented Company
  • Challenging Assignments Across the U.S.
  • Continuous Professional Development

Each time I contacted Rose, I was completely satisfied with the great attention and customer service I received. Each person was extremely knowledgeable and patient with my concerns or questions.

Diana, Consultant

Your team at Rose International is always very helpful and responsive.

Barbara, Consultant

It is a great pleasure being a part of the Rose International Team.

Toni, Consultant

Working for Rose International was the most pleasant assignment I have ever had. They were always on top of situations when necessary, and very helpful. I was very proud to be an employee of Rose International, and would recommend anyone to try to work with them.

Melvon, Consultant

You are customer service oriented. No matter whether it was the Recruiter or someone in Human Resources/Payroll, you were responsive. That to me is key!

Tonya, Consultant

EMPLOYEE COMMENTS

  • We want you to work with us, but don't take our word for it. Take a look at this sampling of employee comments. They speak for themselves.