Processing Associate (40848)

Posted: 05/10/2023

Are you ready to jump-start your career? Do you want to work alongside a recognized financial company? If so, we have a terrific position for you. Our West Des Moines client is looking to hire multiple contract-to-hire Processing Associates for their team. This position could offer growth opportunities, so if you fit the lists below, please send us your application today!

Responsibilities:

  • Process asset account transfers that are coming into and leaving the firm
  • Analyze transfer paperwork to ensure documents are in good standing
  • Communicate with advisors on any additional information needed for the transfer paperwork
  • Follow procedures independently to meet service level agreements and achieve quality metrics
  • Learn, use, and support various financial products, software, and systems
Requirements:
  • Experience meeting production standards and achieving quality metrics
  • 1+ years working with Microsoft Office programs
  • Ability to work independently and think critically, exercising good judgment
  • Excellent problem-resolution, organizational, and follow-up skills
  • Strong professional communication; ability to develop positive working relationships
Work Model:
  • Hybrid
  • Monday - Friday
  • 7:30AM - 4:00PM

Position Type: Full-Time

Salary Range: $30,000-$50,000