salary: $17.96 - $17.96 per hour
work hours: 6 AM - 5:30 PM
education: High` School
- Start time is 6 or 7AM depending on business need
- End time can be between 4:30PM and 5:30PM
- Standard schedule is off Wednesday, and work Saturday 6AM-12PM
- OT is required Wednesdays on occasion based on business needs.
- Independently process investment account transactions (such as redemptions, maintenance and plan establishment)
- May perform quality review of transaction processing accuracy of work performed by other representatives
- Ability to read, interpret, and process instructions provided by investors and financial advisors; ability to act on instructions with a high degree of accuracy
- Experience with analytical and critical thinking skills; degree of learning agility (e.g., ability to learn, retain and apply new concepts quickly as well as adapt to changes in procedures and processes)
- Experience with attention to detail, accuracy and multi-tasking skills
The essential functions of this role include:
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