Financial Processing Associate
- Typical work week is 37.50 hours. Overtime is periodically offered by the department but based on business needs.
- During peak tax season (December to April) a mandatory 40-hour work week may be requested.
- Role is remote after training, however if performance takes a dip or other performance management issues come up talent could be requested to come into the office on T/W/T.
- Builds knowledge to process transactions with the goal to demonstrate full proficiency in all brokerage and mutual fund functions designated under the respective training path. Maintains balance between quality and productivity to meet department standards.
- Stays current following procedural updates or technology enhancements. Adheres to standard work/workflows, and actively suggests enhancements to processes. Efficiently leverages online resources to independently meet challenges.
- Communicates verbally and in written format with clients to clarify incomplete or invalid paperwork. Works collaboratively to complete complex processing issues and exhibits a sense of urgency and accountability that requests are completed in a timely manner.
- Participates in conversations around individual and team targets during team meetings, and consistently updates personal goals in a timely fashion. Is comfortable being visible on camera in team settings.
- Provides necessary reporting, quality assurance responses, internal audit responses, and relevant paperwork as requested by Randstad, Vanguard Compliance, Global Security or Assignment Leader.
- Financial Reporting
- Problem Solving
- Relationship Building
- MS Office
Qualifications:
- Years of experience: 2 years
- Experience level: Experienced
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. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected]. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is open for thirty (30) days. Any consideration of a background check would be an individualized assessment based on the applicant or employee's specific record and the duties and requirements of the specific job.
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