business financial operations coordinator.

• st paul , minnesota

• posted may 23, 2024

job details

summary

• $21 - $22 per hour

• temporary

• bachelor degree

• category business and financial operations occupations

• referenceAB_4540718

job details

Have you elevated your education by completing a 4-year degree or hold a 2-year degree with a couple of years of corporate work experience? Do you have a passion for enhancing the client's experience, efficiently processing tasks, researching, and problem-solving within the investment operations space? Do you desire to be part of a Minnesota-based company that prides itself on low attrition due to its exceptional culture? Training will be on site for the first 4 days. After training, you will work in the office on Wednesdays + one additional day per week and from the comfort of your home the other 3 days. Through 2024, parking is FREE within the company's parking garage. This Business Financial Operations Coordinator is a great starting point for the driven, well-rounded business professional!

salary: $21 - $22 per hour

shift: First

work hours: 8 AM - 4:45 PM

education: Bachelors

Responsibilities

• Instrumental in processing all Annuity Applications (Incoming rollovers, 1035 exchanges, Direct Transfers, etc)

• Verify the status of pending funds coming from other financial institutions via phone or email

• Review annuity applications for completion and accuracy

• Data input of missing information into multiple different databases

• Quality assurance review on processed work

• Perform licensing checks

• Execute initial contract set-up; including contacting financial advisors regarding clarification of information or requesting additional information pertaining to annuity applications

• Answer inbound phone calls regarding basic status calls from financial advisors and the internal sales team

• Maintain and manage all pending/follow-up cases on incoming business and communicate status to financial advisors

• You must be comfortable making outbound calls and receiving inbound calls 2-3 hours a day to support the duties above (this is NOT a call center role)

Skills

• Ability to work overtime (1 year of experience is required)

• Excel (4 years of experience is required)

• Detail Orientation

• Deadline Driven

• Communication Skills

• Interest in Investments (1 year of experience is required)

• Annuity Understanding

• Investment Operations

• 1035 Exchange (2 years of experience is preferred)

• Document Review

• Quality Assurance

• Business operations

• Computer Applications Exp (2 years of experience is required)

• Business Coursework (2 years of experience is required)

• Data Entry

• Math and Calculation (2 years of experience is required)

Qualifications

• Years of experience: 1 year

• Experience level: Entry Level

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 HRsupport@randstadusa.com.

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 health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.

get in touch

we are here to help you with your questions.

JK

jennifer kleven

• jennifer.kleven@randstadusa.com