Custody Operations Specialist - Mutual Fund & Portal Trading Team

at  US Bank National Association

Milwaukee, WI 53212, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate17 Nov, 2024USD 32 Hourly17 Aug, 2024N/AGood communication skillsNoNo
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Description:

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

QUALIFICATIONS

  • Associate’s degree, or equivalent work experience
  • Two or more years of relevant experience

Responsibilities:

ABOUT THE ROLE

  • Responsible for placing and confirming open-ended mutual fund and money market 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.
  • Understands and achieves established Service Level Agreements.
  • Accountable for compliance with established department policies and procedures.

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That’s why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by la


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

Milwaukee, WI 53212, USA