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Randstad USA
Seeking an opportunity to start or continue a career in the Finance Industry? This role is hybrid, with 3 days work from home and 2 days in office a week.
This is an excellent opportunity to build a fulfilling career with a leading employer in the insurance and financial services industry, who continues to be named one of Fortune's 100 Best Companies to Work For!
Why Work With Us?
The main responsibility is underwriting and processing financial requests (data entry) along with some outbound phone responsibilities to verify bank information or address any needed in good order requirements.
This team focuses on outbound distributions and internal fund exchanges The Financial Processor (financial services support representative) must work cohesively as a team to meet established service levels for customers. This is a great opportunity for an individual who enjoys working in a structured, process driven environment and looks to embrace change and adapt/flex as needed.
Representatives are financial professionals, often working for insurance companies or financial advisors, who assist clients with managing and withdrawing funds from their annuities. They can help understand contract terms, navigate withdrawal options, and understand the tax implications of withdrawals.
Two to three years' office clerical work experience.
Work experience with undergraduate studies.
An engaging, passionate and driven personality.
An ability to effectively operate a personal computer with related business software.
Strong oral and written communication skills for contact with customers.
Interested?
Make sure your resume is up to date and forward it to michelle.liggett@randstadusa.com for consideration. Thank you and we look forward to connecting with you!
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