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Trading Operations Specialist — Mutual Funds & WMIS
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-06-26
Listing for:
Insight Global
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services
Job Description & How to Apply Below
Insight Global in Milwaukee, Wisconsin is seeking an individual to manage mutual fund and money market trades, and provide operational support for Wealth Management client accounts. The role requires strong Excel and communication skills, along with a Bachelor's degree in a related field or equivalent experience.
The successful candidate will establish relationships with fund representatives and ensure compliance with department policies. This is an excellent opportunity for those with strong analytical abilities and a desire to excel in a dynamic work environment.
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