Vanguard is known for its client-first focus, high ethical standards, and collaborative, team-oriented culture. With more than 15,000 employees in locations in the U.S., Europe, and Asia, the company serves millions of individual and institutional investors with a range of financial products and services designed to help them achieve their long-term goals. Most importantly, Vanguard is committed to its clients, employees, and the community. The company offers careers, not jobs, and is always growing and expanding to promote their employees from within the company. Vanguard is seeking individuals for a temporary to hire position as a Financial Processor. The role does have potential to transition to a permanent role based on individual performance and business volumes. Your experience as a Financial Processer can lead to a Vanguard career in advice, sales, relationship management, leadership, and much more. Whether you have a background in financial services or are interested in building your knowledge in finance and business, you'll receive comprehensive training that will prepare you to succeed. And you'll be supported by a culture that is focused on your continued professional and personal development. Sound like you Apply now!
As a financial processor, you will spend 90-95%of the time processing transactions, and the other time to interact with clients over the phones. Financial processors will be assisting with processing existing client transaction requests. You will be asked to work with tenured associates to maintain department standards for quality and productivity. Other duties include the following:
-Develops knowledge and proficiency in establishing processing existing client transaction requests. Reviews transactions for accuracy, completeness, and adherence to all internal and external regulations. Partners with tenured Associates to ensure timely completion of all client requests with minimal rework required.
-Works with tenured Associates to maintain department standards for quality and productivity. Develops a working knowledge of internal processing systems and of all departmental policies and procedures for processing.
-Develops proficiency in corresponding with clients both orally and in written format to clarify incomplete or invalid paperwork. Develops knowledge in order to comply with all Securities and Exchange Commission (SEC) and internal policies regarding client contact.
-Maintains effective work relationships with peers and management. Keeps supervisor informed of issues impacting the team.
-Partners with tenured Associates to handle complex processing issues. Begins to establish contact with internal partners to research answers as skills and confidence develop.
-Participates in special projects and performs other duties as assigned.
Working hours: 7:00 AM - 6:00 PM
Undergraduate degree preferred
Ability and willingness to effectively work within a team environment.
Ability and willingness to give/receive constructive feedback.
Demonstrated ability to work in a high volume situation with time constraints.
Demonstrated verbal and written communication skills.
Problem resolution and time management skills.
Ability to prioritize and handle multiple tasks.
Training (4-6 weeks): 100% attendance is required during training. The schedule is Monday- Friday 8:30am ?? 5:00pm. Once training is complete you will then switch to a compressed flex schedule that alternates every other week.
After you're done with training, you will be asked to work a compressed flex schedule:
Monday: 7:00 am - 6:00 pm
Tuesday: 7:00 am - 6:00 pm
Friday: 7:00 am - 6:00 pm
Saturday: 6:30 am - 2:30 pm
Monday: 7:00 am - 6:30 pm
Tuesday: 7:30 am - 5:00 pm
Wednesday: 8:00 am - 6:00 pm
Thursday: 8:00 am - 6:00 pm
The pay is $16.00/hour with potential increase if placed permanently with company. You are eligible for medical, dental, and vision insurance after 2 weeks of working. You are eligible to sign up for a 401k plan as well.
Please apply online or send resumes to firstname.lastname@example.org.
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