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,lving, and have attention to detail skills, apply today! Please apply directly to this posting and answer the screening questions or send an updated resume to email@example.com
Back office processing for Investment firm
Dual Monitor systems
- Accurately record all requests and documentation into workflow processing tool.
- Interpret and process assigned documentation tasks.
- Utilize authorized job aides, policies, and designated assistants to clarify processing steps. Initiate new investment accounts.
- Set up various account types with new funds, fund allocations, automatic purchases or withdrawals, financial advisors, beneficiaries, custodians, banking information.
- Submit dealer firm and financial advisor changes.
- Forward accounts to appropriate queues for additional processing and outbound calls as needed.
The essential functions of this role include:
- working in a smoke free environment
- working weekends
- Claims Processing (3 years of experience is required)
- Data Entry (1 year of experience is preferred)
- Financial Planning (3 years of experience is required)
- Problem Solving (3 years of experience is required)
- On-Site Office Experience (3 years of experience is required)
- Years of experience: 3 years
- Experience level:Entry Level
Working hours: 7:30 AM - 4 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.