Pay Rate: $0
Location: Milwaukee WI
Job Type: Contract

The Fee Specialist is responsible for the opening, setting up, balancing and processing of all fees for an assigned territory or group of accounts within established time frames for the Retirement Services, Trust & Custody, and Global Asset Management. Fee Specialists review, analyze and interpret fees to fulfill routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/ requests, and/or audit/ reconciliation activities, process Fee Information forms for newly established and existing accounts and solve fee related issues efficiently and effectively in accordance with Bank and industry standards. Follow procedures to resolve internal business partner and/or external customer inquiries/ requests and issues. Act as a subject matter expert to the team. Recommend/ implement process improvements.

Knowledge and Skills

  • Bachelor’s degree preferred in a business-related field or equivalent work experience in accounting or securities industry.
  • Working knowledge of Microsoft Word, Excel, Access.
  • Basic knowledge of the FIS TrustDesk system (Windows and 3270).
  • Solid understanding of the Fee Operations Portal.
  • Professional attitude.
  • Good analytical, organizational, and balancing skills.
  • Good written and verbal communication skills.
  • Ability to effectively prioritize work volume and resolve routine problems.
  • Very detail oriented.
  • Accepts ownership of work.
  • Basic knowledge of fee interface to the general ledger systems.
  • Strong ability to multi-task and work within strict deadlines.
 
Interested and qualified candidates, please send your resume and salary expectations to aliciaharris@ifgpr.com for immediate consideration.