Job Description

Looking for a candidate with direct financial processing experience, ability to work well in a team setting, strong attention to detail, desire to learn complex processes, desire to pursue financial licenses with POTENTIAL TO CONVERT TO FULL TIME

Perform a variety of inter-department functions including voting preferences, Power of Attorney updates, beneficiary changes, establishing ACH MoneyLink profiles on existing client accounts and several other functions.

This role is highly reliant on strong data entry skills, extremely high attention to detail, excellent typing and computer skills, the ability to think critically, as well as highspeed and accuracy.

The role will also require you to communicate adverse trends while processing to management.

We are seeking individuals who are looking to establish a career in financial services as this contract position has the ability to translate to a full time position within our local office.

Additional Information

All your information will be kept confidential according to EEO guidelines.