Job description

We are currently seeking candidates for multiple opportunities!

JOB DESCRIPTION

• Selected candidates will perform a variety of financial industry related operational tasks for moderately complex financial securities, cash related transactions, or related processes.
• Duties may include reviewing documentation for accuracy and completeness and entering and/or comparing that documentation to system of record information for consistency and regulatory compliance purposes.
• Duties will also include ensuring information received between departments impacting customer accounts is compliant with company guidelines and related regulations.
• Some positions may require interaction with internal and external customers regarding account setups, changes, or modifications. Good communication skills, both written and verbal, are needed.

JOB REQUIREMENTS

• 1+ year of experience in one of the following: Business Operations, Financial Services, Accounting, or Financial Analysis.
• Previous experience within Brokerage or Financial Planning is highly desirable.
• Knowledge and work experience with IRA Accounts, Annuities, and/or Estate Accounts highly desirable.
• Experience managing or accurately transferring information between customer financial portfolios highly desirable.
• Intermediate to advanced Microsoft Excel experience highly desirable.
• Demonstrated success in a position requiring a high degree of accuracy and attention to detail.

Job Type: Contract

Salary: $17.00 - $24.00 per hour

Schedule:

• 8 hour shift
• Monday to Friday

Job Types: Full-time, Contract

Pay: $17.00 - $24.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• West Des Moines, IA: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Office: 2 years (Required)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Required)

Work Location: One location

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