Business Support Specialist

  • location: Johnston, RI
  • type: Temp to Perm
  • salary: $30 - $31 per hour

job description

Business Support Specialist

The Business Support Specialist will serve as a key point of contact for the client facing teams. Primary tasks may include client on-boarding, account maintenance, account closings, reconciliations, money movement, fee processing and general reporting. The candidate will process requests on behalf of our Trust, Agency and Institutional clients. Successful candidate will work in a team-oriented environment with our Private Advisors and other operations/support teams to deliver a seamless experience for our clients. The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

Responsibilities

  • Review required investment account opening documentation for completeness and accuracy
  • Manage investment account closings, ensuring that all internal teams complete their responsibilities as part of the closing process
  • Process client requested transactions on trust accounting and deposit systems
  • Accurately complete daily and monthly cash reconciliations
  • Input and/or review and approve money movements
  • Set-up fee schedules on client accounts, process one-time fee charges and generate and mail periodic client invoices
  • Generate various volume and metrics reports for senior management


Skills
  • Financial Services Experience (3 years of experience is required)
  • Microsoft Office
  • Excellent communication skills
  • Cash reconciliations
  • Analytical skills
  • Strong organization
  • InnoTrust (1 year of experience is preferred)
Education
  • Bachelors (required)
Qualifications
  • Years of experience: 3 years
  • Experience level:Experienced
Shift: First

Working hours: 9 AM - 5 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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