Contractor - Accounts Processor

Position: Contractor - New Accounts Processor
Location: Malvern

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Financial Processor As a financial processor, you will spend 90-95% of the time processing transactions, and the other time to interact with clients over the phones. Financial processors will be assisting with processing existing client transaction requests. You will be asked to work with tenured associates to maintain department standards for quality and productivity. Other duties include the following:

Develops knowledge and proficiency in establishing processing existing client transaction requests. Reviews transactions for accuracy, completeness, and adherence to all internal and external regulations. Partners with tenured Associates to ensure timely completion of all client requests with minimal rework required.

Works with tenured Associates to maintain department standards for quality and productivity. Develops a working knowledge of internal processing systems and of all departmental policies and procedures for processing.

Develops proficiency in corresponding with clients both orally and in written format to clarify incomplete or invalid paperwork. Develops knowledge in order to comply with all Securities and Exchange Commission (SEC) and internal policies regarding client contact.

Maintains effective work relationships with peers and management. Keeps supervisor informed of issues impacting the team.

Partners with tenured Associates to handle complex processing issues. Begins to establish contact with internal partners to research answers as skills and confidence develop.

Participates in special projects and performs other duties as assigned.

These positions are superb entry-level roles for anyone who wants to get inside the business world and start a career. These positions are temp-to-hire with a lot of opportunities to transition into permanent roles. Excellent training will be provided.

Qualifications:

Undergraduate degree preferred

Strong customer service

Ability and willingness to effectively work within a team environment.

Ability and willingness to give/receive constructive feedback.

Demonstrated ability to work in a high volume situation with time constraints.

Demonstrated verbal and written communication skills.

Strong problem resolution and time management skills.

Ability to prioritize and handle multiple tasks.

Details:

Training (4-6 weeks): 100% attendance is required during training. Training schedule is Monday
- Friday 8:30am - 5:00pm. Once training is complete, schedule will stay the same.