Role Details:
- This is a back-office processing role. Candidates will be focused on data entry, reviewing applications, and research within 3-4 systems and using Excel.
- Collaboration with other internal teams will be done via chat.
- Transitions: This group is responsible for managing client accounts when an advisor retires or sells their business to another person.
- Off-Platform Processing: This group deals with the back-office paperwork and processing related to carrier paperwork.
- Account Control: This group handles the paperwork and administration for accounts that the company directly controls.
location: Coppell, Texas
job type: Contract
salary: $17.00 - 18.50 per hour
work hours: 8am to 5pm
education: High School
responsibilities:
Role Details:
- This is a back-office processing role.
- Candidates will be focused on data entry, reviewing applications, and research within 3-4 systems and using Excel.
- Collaboration with other internal teams will be done via chat.
- Transitions: This group is responsible for managing client accounts when an advisor retires or sells their business to another person.
- Off-Platform Processing: This group deals with the back-office paperwork and processing related to carrier paperwork.
- Account Control: This group handles the paperwork and administration for accounts that the company directly controls.
qualifications:
Candidate Must-Haves (Non-Negotiable)
- Background: Must have a high school diploma or GED.
- Experience:
- 1+ years of hands-on experience in a back-office or operations role OR recent college graduate with bachelor's Degree
- 1+ years of experience in the financial services industry OR financial degree
- Experience with Microsoft Office, especially Excel (e.g., sorting, filtering, basic data entry).
- Skills:
- Highly detail-oriented, accurate, and efficient.
- A quick and self-starting learner who is comfortable multitasking.
- Soft Skills: The ideal candidate is energetic, positive, and solution-driven, with strong communication and critical thinking skills.
skills: Candidate Must-Haves (Non-Negotiable)
- Background: Must have a high school diploma or GED.
- Experience:
- 1+ years of hands-on experience in a back-office or operations role OR recent college graduate with bachelor's Degree
- 1+ years of experience in the financial services industry OR financial degree
- Experience with Microsoft Office, especially Excel (e.g., sorting, filtering, basic data entry).
- Skills:
- Highly detail-oriented, accurate, and efficient.
- A quick and self-starting learner who is comfortable multitasking.
- Soft Skills: The ideal candidate is energetic, positive, and solution-driven, with strong communication and critical thinking skills.
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 Digital, 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 Digital 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.
