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« Back to Search Operations Associate - Finance
Bloomington, IL

Date Posted: January 24, 2018
Job Type: Temporary to Hire
Job ID: 296099

Job Description

Now Hiring an Operations Associate for a Wealth Management Company in Bloomington!

The Operations Associate plays a critical role in the back-office functioning of the firm. With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.

Competitive Salary | Benefits | Full Time | Career Opportunity

Responsibilities

  • Process new accounts
  • Process account transfers
  • Process new contributions and redemptions
  • Process beneficiary changes
  • Creates client meeting review materials
  • Sends update materials
  • Advisory fees and commissions accounting
  • Compliance Administration
  • Handles miscellaneous operations activities
  • Develops and maintains written systems of all activities
  • Performs other duties as assigned.

Skills/Requirements

  • Excellent attitude and an extraordinary client service orientation
  • A strong focus on getting the details right
  • Excellent organizational and time management skills
  • Ability to complete tasks with strict deadlines
  • BA/BS degree in finance-related field

All candidates must be:

  • At least 18 years old and can provide proof of eligibility to work in the United States
  • Willing to submit to a pre-employment background check and/or drug screen

Benefits

At PrideStaff, we recognize and appreciate our team member’s hard work and enthusiasm! Therefore, we are proud to offer the Administrative Assistant a comprehensive benefits package!

Benefits available to PrideStaff employees include:

·         Medical Insurance

·         Dental Coverage

·         Competitive Salary


Join Us.

Company Overview

  • PrideStaff can offer you a wide-range of rewarding career options. Whether you prefer the freedom and variety of temporary work or the challenge of a full-time position, PrideStaff can help you find the job that best matches your skills and interests.
  • With offices throughout the country, PrideStaff gives you the inside track to great jobs with more than 3,000 employers.
  • As a PrideStaff Field Associate, you'll enjoy our generous pay and benefit package, and just as importantly, you will be treated fairly, with dignity, courtesy and respect. Work with a Staffing Firm that works for you!