Mutual Fund Specialist

U.S. Bank

Base: $22.50 - $30.00 ph; bonus/equity: not specif...
Hybrid
Mutual fund transaction processing
Customer service skills
Compliance with sec and internal policies
At U.S. Bank, we’re on a journey to do our best by helping customers and businesses make smarter financial decisions and supporting community growth

Job Summary

  • At U.S. Bank, we’re on a journey to do our best by helping customers and businesses make smarter financial decisions and supporting community growth.
  • The role involves handling complex mutual fund transactions, responding to shareholder inquiries, and ensuring compliance with SEC, STA, and internal policies.
  • U.S. Bank offers a comprehensive benefits package designed to support health, financial security, and work-life balance including healthcare, retirement plans, and paid leave.

Matching Summary

At U.S. Bank, we’re on a journey to do our best by helping customers and businesses make smarter financial decisions and supporting community growth.

Salary

Base: $22.50 - $30.00 per hour; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including healthcare, retirement plans, paid leave

Skills & Requirements

Must-have

  • mutual fund transaction processing
  • customer service skills
  • compliance with SEC and internal policies
  • trade cancellations and corrections
  • mathematical and computer skills

Nice-to-have

  • ability to multitask in dynamic environment
  • excellent verbal and written communication
  • hybrid/flexible work schedule

Key Requirements

  • Associate's or Bachelor's degree or equivalent experience
  • Minimum two years related work experience
  • Ability to comply with U.S. Bank policies and procedures

Work Rights

Not specified

Tailored Resume

Cover Letter