Our client is seeking a Custody Operations Specialist to join their team of 8 in Milwaukee, WI. This person will be responsible for day- to-day processing of the withdrawal and deposit side of assets within the vault. The daily functions of this role include receiving certificates, stocks, and bonds to verify for accuracy while processing, filing, retaining, and working on overall maintenance of requests on assets. This role requires manual movement of file folders of varying volumes while maintaining organization while in the vault. The remaining work is completed at a desk while managing requests and emails in a shared inbox and performing research. Once fully trained on the different instructions and proprietary systems, this person will oversee and process about 25 emails from the shared inbox and may process up to 100 assets a day. The ideal candidate has experience working with Excel, strong attention to detail, communication, and work ethic.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.