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

 

Date Posted: 05/28/2026
Hiring Organization: Rose International
Position Number: 501915
Industry: Financial Services
Job Title: Mutual Funds Specialist
Job Location: Milwaukee, WI, USA, 53202
Work Model: Hybrid
Work Model Details: 3 Days in the office required
Shift: 8-5 with some flexibility
Employment Type: Temp to Hire
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 28.00
Max Hourly Rate($): 31.00
Must Have Skills/Attributes: Banking/Financial, Customer Service, MS Office
Experience Desired: mutual funds, transfer agency, shareholder services, or account onboarding (1 yrs)

**C2C is not available**

 

Job Description
Overview:

• Our Client (Bank) 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 efficiencies necessary for fund sponsors to deliver economical completive products while we protect their business interests and minimize risks

• As a transfer agent within GFS, we act as a liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders

• We have a fantastic opportunity for individuals with excellent multi-tasking 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



Responsibilities:

• Responsible for reviewing subscription documents for completeness and accuracy, and working with funds and intermediaries to resolve subscriptions not in good order

• Establishing new accounts on the record-keeping platform

• Participate in client-related events, including but not limited to capital calls, interval purchases, tender offers, and distributions

• Provide timely and accurate responses to email inquiries, both internal and with our clients and their shareholders

• Actively ensures compliance with the Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security, and suspicious activity reporting requirements, policies, and procedures

• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification
  • **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

Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.

Samba, Consultant

I have been very pleased with my experience with Rose International. Everyone that I encountered was very helpful and courteous.

Stephanie, Consultant

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

Barbara, Consultant

I am very happy with the Rose International, and the professionalism of the employees.

Robin, Consultant

Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.

David, 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.