salary: $45 - $50 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors
Responsibilities
- Analyze advisory-related events (e.g., account opening, allocation changes, blend switches).
- Create a comprehensive matrix mapping which forms are required for which clients under specific scenarios.
- Ensure alignment with legal and regulatory requirements.
- Identify opportunities to streamline and reduce document volume.
- Assess the current fragmented intake and request workflows across teams.
- Design and document a cohesive, end-to-end process for form creation and modification.
- Facilitate cross-functional collaboration to ensure process transparency and consistency.
- Recommend tools or frameworks to support ongoing process governance.
- Conduct a thorough analysis of existing legacy processes related to forms management.
- Clearly separate and document “how we do it today” from “how it should be done in the future.”
- Drive modernization efforts
- Experience in process design, documentation, and optimization.
- Understanding of business process usage in customer communications.
- Ability to effectively communicate with both technical and business stakeholders.
- Skilled in translating complex requirements into clear user stories, use cases, and functional specifications.
- Familiarity with regulatory and compliance requirements in financial services or advisory operations.
- Excellent analytical and communication skills.
- Experience working with cross-functional teams and managing stakeholder input.
- Ability to work independently and drive initiatives forward.
Skills
Qualifications
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.