Job Information
Randstad US business financial operations coordinator in st paul, Minnesota
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