27 days old

Investment Operations Specialist

Kelly Services
Milwaukee, WI 53208
Kelly Services is seeking an **Investment Operations Specialist** for one of the largest financial services holding companies in the U.S.

**Job Title: Investment Operations Specialist**

Location: Milwaukee, WI 53212

Job Type: Contract

Length: 12-Months

Est. Start Date: 6/7/2021

Hours: 40 hours/week, 8 hours/day

Pay Rate: $21.89

**Reason for opening:**

This is part of a trust system conversion that is taking place over a few years. Additional staff is needed to ensure trading coverage on two systems, old and new.


Responsible for placing and confirming open-ended mutual fund trades on behalf of supported business lines and their respective clients. Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required. Establishes and maintains strong working relationships with mutual fund representatives and service providers.

**Basic Qualifications**

+ Bachelor's degree in accounting or finance, **OR** equivalent work experience

+ Three or more years of experience in the investment securities industry

**Preferred Skills/Experience**

+ Thorough knowledge of trust and securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s)

+ Thorough knowledge of trade execution/settlement policies and securities industry practices as they pertain to mutual funds

+ Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients

+ Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic work environment

+ Strong analytical, problem-solving, decision-making, and organizational skills

+ Strong customer relation skills, interpersonal, and verbal and written communication skills

+ Ability to work in a team environment and individually

+ Ability to handle large transactions, heavy trade volume, significant time pressures and deadlines in the coordination and execution of mutual fund trades and follow up, with minimal errors

+ Proficient computer skills, including Microsoft Office applications

****Important information** : This position is recruited for by a remote Kelly office, not your local Kelly branch. If you have questions about the position, you may contact the recruiter recruiting for this position **(,** **however,** your resume should be uploaded via the **_SUBMIT RESUME_** button included within**

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

Youre looking to keep your career moving onward and upward, and were 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, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were 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.
Posted: 2021-05-26 Expires: 2021-06-28

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Investment Operations Specialist

Kelly Services
Milwaukee, WI 53208

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