Fast paced environment supporting end investor inquiries across various account types.
In this role you will gain general knowledge of the industry landscape of financial services, and subject matter expertise in asset movement related processes.
This role has direct interaction with clients and heavy interaction with other departments within the firm so you will build client relationships as well as a network of peers of the firm
Day To Day Responsibilities:
You will work in a collaborative environment with other team members to complete high-volume tasks in a fast-paced environment and may assist and train other members of the team.
The specialist also interacts directly with clients via phone and email to provide support on processes and systems related to the job function. You will also work on end investor mailings like historical statements & tax documents along with data entry and pulling voicemails.
Required Qualifications:
Ability to multitask
Client Focus
Attention to detail and critical thinking as it relates to decision making pertaining to risk.
Associate s degree or higher
Fast learning and able to self-teach as they grow in the role
Quick with a PC, typing, shortcuts, navigating screens, etc.
A strong work-ethic
Proficiency with Microsoft Office applications
Someone who enjoys working collaboratively in a team environment, solving problems, and providing excellent client service
Preferred Qualifications:
Experience in Operations
Experience in Financial
Bilingual (preferably Spanish)
Additional Information:
Duration: 6 month contract opportunity
Work Model: 4 days onsite required weekly in Lake Mary, FL
Shift: Monday - Friday, 9am-5pm or 8am-4pm w/possibility of overtime
Rate Range: $20-25/hr. W2 (based on experience)
Numbers & Facts
Location
Lake Mary, FL
Salary
$20–$25 Per Hour
Skills
Customer Relationsunmatched
Customer Support/Serviceunmatched
Data Entryunmatched
Detail Orientedunmatched
Financeunmatched
Financial Servicesunmatched
Multilingualunmatched
Multitaskingunmatched
Operational Auditunmatched
Problem Solving Skillsunmatched
Riskunmatched
Spanish Languageunmatched
Team Playerunmatched
Training/Teachingunmatched
Typingunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.