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Operations Processor

Description

Ref ID: 00215-0010767672

Classification: Broker/Trader

Compensation: $13.30 to $15.40 per hour

The successful candidate will be part of a team responsible for the accurate, timely and efficient processing of routine and sometimes complex transactions involving financial accounts, money and asset movement, supporting the activities associated within Brokerage Operations. The Operations Processor II is responsible for making outbound calls to financial advisors to facilitate processing, responding to incoming phone calls for operational support. Additionally, responsible for taking a moderate volume of incoming calls on an ACD line supporting our team. Responsibilities: ? Provide a high level of service and support to independent financial advisors nationwide. ? Review, process and follow up on various brokerage and non-brokerage account requests ? Act as subject matter expert for several different responsibilities within brokerage Operations. ? Act as back-up to co-workers by cross-training on a wide variety of department functions ? Interact with clearing firm on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems ? Pay close attention to detail, process work accurately and work on repetitive tasks ? Answer internal and external phone calls; make outbound phone calls to our advisors. ? Update contact management systems with detail oriented grammar and spelling. ? Exercise judgment to know when to escalate issues to manager or supervisor ? Flexibility is required to respond to increases in workflow. ? All other duties as assigned Education Requirements: ? High school diploma (or equivalent) is required. Basic Requirements: ? 2-3 years relatable or transferable work experience ? Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills. ? Must be team-oriented and client-focused ? Ability to work overtime, including weekends, as needed to support heavy work volume when applicable. ? Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), Client Central and back office functions. ? Proficiency in the Microsoft Office programs, specifically Excel

Requirements

Banking Brokerage, Data Entry, Assistant

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-AZ-Phoenix
Employment Type Full-Time/Part-Time
Pay Type Hour
Pay Rate $13.30 - $15.40 /Hour
Store Type Accounting, Finance, Professional Services
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Company Overview

Accountemps

Accountemps, a Robert Half company, is the worldwide leader in temporary financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, audit and tax. Our relationships with top companies ensure that our employees enjoy competitive pay, and dynamic and ongoing assignments with the best opportunities for temporary and temporary-to-full-time employment. Learn More

Contact Information

US-AZ-Phoenix
Recruiter
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Snapshot
Accountemps
Company:
US-AZ-Phoenix
Location:
Full-Time/Part-Time
Employment Type:
Hour
Pay Type:
$13.30 - $15.40 /Hour
Pay Rate:
Accounting, Finance, Professional Services
Store Type:

Description

Ref ID: 00215-0010767672

Classification: Broker/Trader

Compensation: $13.30 to $15.40 per hour

The successful candidate will be part of a team responsible for the accurate, timely and efficient processing of routine and sometimes complex transactions involving financial accounts, money and asset movement, supporting the activities associated within Brokerage Operations. The Operations Processor II is responsible for making outbound calls to financial advisors to facilitate processing, responding to incoming phone calls for operational support. Additionally, responsible for taking a moderate volume of incoming calls on an ACD line supporting our team. Responsibilities: ? Provide a high level of service and support to independent financial advisors nationwide. ? Review, process and follow up on various brokerage and non-brokerage account requests ? Act as subject matter expert for several different responsibilities within brokerage Operations. ? Act as back-up to co-workers by cross-training on a wide variety of department functions ? Interact with clearing firm on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems ? Pay close attention to detail, process work accurately and work on repetitive tasks ? Answer internal and external phone calls; make outbound phone calls to our advisors. ? Update contact management systems with detail oriented grammar and spelling. ? Exercise judgment to know when to escalate issues to manager or supervisor ? Flexibility is required to respond to increases in workflow. ? All other duties as assigned Education Requirements: ? High school diploma (or equivalent) is required. Basic Requirements: ? 2-3 years relatable or transferable work experience ? Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills. ? Must be team-oriented and client-focused ? Ability to work overtime, including weekends, as needed to support heavy work volume when applicable. ? Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), Client Central and back office functions. ? Proficiency in the Microsoft Office programs, specifically Excel

Requirements

Banking Brokerage, Data Entry, Assistant

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
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Operations Processor Apply now