NEW JOB OPENING
FINANCIAL QUALITY ANALYST - MUTUAL FUND OPERATIONS
IN Milwaukee, WI, USA!

NOTE:

Parking: There is parking available, but there would be a cost



Interview process: In person interviews are preferred.



Training will require to be onsite, possible hybrid after training



No OT available, Workers are only allowed to work a maximum of 40 hours. Possibility of temp to perm if they are a good fit



Required Education:

• High School Diploma or Equivalent





Desired Education:

• Undergraduate degree in business or related field, or equivalent work experience required





Required Skills



• Detail oriented, able to work as part of a team, coachable, will to do what is asked, will ask questions if doesn't understand something.

• Communication and collaboration skills

• Critical thinking and problem solving skills

• Effective verbal and written communication skills

• Attention to detail required







Desired Skills





• Financial industry experience

• Personable, willing to learn, can work independently or in a team setting, flexible and patient

• One to two years of experience in quality analysis and measurement activities or in Mutual Fund operations

• Good knowledge of Mutual Fund products and services

• Proficient computer skills, especially Microsoft Office applications

• Ability to perform multiple tasks in a dynamic working environment with minimal supervision







Job Duties



• Monitors and evaluates the quality of work as measured against timeliness, accuracy and productivity standards

• Document quality issues, performance measures and quality improvements for management review

• Provide information to assist in training and giving feedback to employees

• Ensure proper application of and compliance with internal and regulatory standards, guidelines and procedures

• Independently analyzes complex cases requiring high level analysis and expertise

• Verify all processing of shareholder transactions, both financial and non-financial, for accuracy and completeness

• Analyze new account set ups and maintenance

• Review shareholder correspondence for content, clarity, grammar and typographical errors

• Review Contact Center transactions for caller verification

• Communicate any transaction or reference discrepancies to appropriate parties

• Resolve all quality control issues and maintain group work standards for volume and accuracy

• Participate in a culture of continuous improvement and risk-based thinking







Typical Day



• Review and audit financial transactions and account activities

• Analyze account setups and maintenance requests

• Evaluate documentation for accuracy and compliance

• Collaborate with team members to address discrepancies

• Provide feedback and support training initiatives

• Maintain quality and productivity standards

• **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.**