Investment Processor

  • location: San Antonio, TX
  • type: Temporary
  • salary: $15.50 per hour

job description

Investment Processor

Are you looking to get back to work in an office environment while making sure the company follows CDC guidelines? We are seeking an Investment Processor to review non-traditional investment requests to verify that each submission includes all appropriate documentation and is titled properly. Our large investment firm conducts daily deep-cleans, desks 6 feet apart, required mask-wearing, and catered individual lunch each day.  If you enjoy online research, data entry, problem-solving, and have attention to detail skills, apply today!  



Responsibilities

  • Processing on-line account transactions such as investments being routed into different types of investment funds
  • Work with high attention to detail and the ability to analyze information
  • Processing of financial or any kind of order such as redemptions from retirement or college savings accounts
  • Working independently in large group setting displaying absolute professionalism and respect of others in a work environment
  • General maintenance of accounts
  • Make outbound customer calls to verify & clarify financial data and requests


The essential functions of this role include:
  • working weekends
Skills
  • Data Entry
  • Basic Computer Skills
  • Financial Processing
  • Attention to Detail
  • Analytical Thinking
  • Problem Solving
  • Multi-tasking
  • Independent Working
  • Reasoning Skills
Education
  • High School (required)
Qualifications
  • Years of experience: 2 years
  • Experience level:Experienced
Shift: First

Working hours: 6 AM - 4:30 PM

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. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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