Financial Processing Associate
3 weeks ago
Financial Processing Associate
$20/hour
Position Details:
- Start Date: 7/8/2024
- Training End Date: 56 days from start date
- Training Schedule: Monday to Friday, 8:30 am to 5:00 pm (on-site Tuesdays and Wednesdays, remote on Mondays and Fridays)
- Post Training Schedule: Monday to Friday, 8:30 am to 5:00 pm (remote)
- Assignment Length: 12 months with the possibility for conversion based on performance and business needs
- Hourly Rate: $20/hour
- Assessments Needed: 3-minute typing test (RFO) - 30 WPM, Written Instruction test (Talent Central) - 70% or above needed (can’t miss more than 4)
Training:
- 100% attendance required during training.
- Talent must be able to attend on-site for training.
- Hybrid training model: Monday to Friday, 8:30 am to 5:00 pm EST.
Other Details:
- Typical workweek is 37.50 hours.
- Overtime offered periodically based on business needs.
- Mandatory 40-hour workweek during peak tax season (December to April).
- Role is remote after training, with the possibility of on-site work if performance management issues arise.
- Processes client transaction requests and reviews transactions for accuracy, completeness, and adherence to all internal and external regulations. (Ex: checks, withdrawals, changes to accounts)
- Partners with Vanguard Associates in working through complex processing issues to ensure timely completion.
- Develops a working knowledge of Vanguard’s processing systems, group policies and procedures.
- Communicates with Vanguard clients through outbound calls and written correspondence to clarify incomplete or invalid paperwork.
- Understands and complies with the Securities and Exchange Commission (SEC) guidelines, and Vanguard’s internal policies regarding client contact.
- Maintains department standards for quality and productivity.
- Works collaboratively with peers and management in a strong team environment.
- Meets with Manager to discuss performance, business trends and issues impacting the Processing team.
- Participates in special projects and performs other duties as assigned.
Qualifications
Undergraduate degree or related experience
Business related education and/or experience
Strong client focus and ability to develop relationships with internal and external clients.
Comfortable working in high volume situations with time constraints.
Strong problem resolution and time management skills.
Working knowledge of Microsoft Office and PCs.
-
Financial Processing Associate
3 weeks ago
Scottsdale, United States Randstad Full timeFinancial Processing Associate $20/hour Position Details: Start Date: 7/8/2024 Training End Date: 56 days from start date Training Schedule: Monday to Friday, 8:30 am to 5:00 pm (on-site Tuesdays and Wednesdays, remote on Mondays and Fridays) Post Training Schedule: Monday to Friday, 8:30 am to 5:00 pm (remote) Assignment Length: 12 months with the...
-
Financial Processing Associate
2 weeks ago
Scottsdale, United States Randstad Full timeFinancial Processing Associate $20/hour Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. Position Details: Start Date: 7/8/2024 Training End Date: 56 days from start date Training Schedule: Monday to Friday, 8:30 am to 5:00 pm (on-site Tuesdays and Wednesdays, remote on...
-
Financial Processing Associate
3 weeks ago
Scottsdale, United States Randstad USA Full timeFinancial Processing Associate$20/hourPosition Details:Start Date: 7/8/2024Training End Date: 56 days from start dateTraining Schedule: Monday to Friday, 8:30 am to 5:00 pm (on-site Tuesdays and Wednesdays, remote on Mondays and Fridays)Post Training Schedule: Monday to Friday, 8:30 am to 5:00 pm (remote)Assignment Length: 12 months with the possibility for...
-
Financial Processing Associate
18 hours ago
Scottsdale, United States Randstad USA Full timeFinancial Processing Associate$20/hourPosition Details:Start Date: 7/8/2024Training End Date: 56 days from start dateTraining Schedule: Monday to Friday, 8:30 am to 5:00 pm (on-site Tuesdays and Wednesdays, remote on Mondays and Fridays)Post Training Schedule: Monday to Friday, 8:30 am to 5:00 pm (remote)Assignment Length: 12 months with the possibility for...
-
Financial Advisor
22 hours ago
Scottsdale, Arizona, United States Alerus Financial Full timeWe are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered.Position Summary:Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by...
-
Stoker Ostler Wealth Advisors seeking Associate
3 weeks ago
Scottsdale, United States Financial Planning Association Full timeAn Associate with Stoker Ostler Wealth Advisors provides administrative and operational support for one or more Portfolio Managers in the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned teams. Primary responsibilities include each of the following: Meetings:...
-
Job Posting: Financial Planning Association
1 week ago
Scottsdale, United States Financial Planning Association Full timeFPA is seeking a Group Membership Manager to take responsibility for impacting the growth of group membership and will solely focus on recruitment initiatives utilizing FPA’s membership concierge services. This position will report to the Director, Member Engagement and plays a critical role within the organization’s member experience department. The...
-
Financial Services Professional
1 week ago
Scottsdale, United States Global Financial Impact - Tanya Harrop Full timeJob DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...
-
Scottsdale, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Registered Client Service Associate-Scottsdale, AZ
23 hours ago
Scottsdale, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Financial Aid Coordinator
5 days ago
Scottsdale, United States Phoenix Seminary Full time**Reports to**: Vice President of Operations **Classification**: Part-time **Direct reports**: No direct reports **Position Summary**: The Financial Aid Coordinator would oversee all administrative needs related to scholarships and financial aid at Phoenix Seminary. Coordinate student financial aid from governmental and private funds, assure disbursement...
-
Financial Planner
4 weeks ago
Scottsdale, United States Spence, Cassidy & Associates Full timeJob DescriptionJob DescriptionThe Financial Planner OpportunityWe’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients....
-
Financial Planner
1 month ago
Scottsdale, United States Spence, Cassidy & Associates Full timeJob DescriptionJob DescriptionThe Financial Planner OpportunityWe’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients....
-
Financial Planner
12 hours ago
Scottsdale, United States Spence, Cassidy & Associates Full timeJob DescriptionJob DescriptionThe Financial Planner OpportunityWe’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients....
-
Financial Rep
7 days ago
Scottsdale, United States Mutual of Omaha Full timeFinancial Representative Trainee -Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 502866 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Rep
24 hours ago
Scottsdale, United States Mutual of Omaha Full timeFinancial Representative Trainee -Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 502866 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Aid Coordinator
4 days ago
Scottsdale, United States Phoenix Seminary Full timeJob DescriptionJob DescriptionReports to: Vice President of OperationsClassification: Part-timeDirect reports: No direct reportsPosition Summary: The Financial Aid Coordinator would oversee all administrative needs related to scholarships and financial aid at Phoenix Seminary. Coordinate student financial aid from governmental and private funds, assure...
-
Financial Aid Coordinator
12 hours ago
Scottsdale, United States Phoenix Seminary Full timeJob DescriptionJob DescriptionReports to: Vice President of OperationsClassification: Part-timeDirect reports: No direct reportsPosition Summary: The Financial Aid Coordinator would oversee all administrative needs related to scholarships and financial aid at Phoenix Seminary. Coordinate student financial aid from governmental and private funds, assure...
-
Personal Banker I
1 month ago
Scottsdale, United States UMB Financial Corporation Full timePersonal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities...
-
Senior Financial Analyst
1 week ago
Scottsdale, United States Taylor Morrison Full timeWe trust that as a Senior Financial Analyst you will: (primary responsibilities) Assist in reviewing and analyzing company financial statements and reports Track and analyze KPIs and assist in the preparation of monthly/quarterly financial reports Develop financial projections and build financial/operational models Understand key business drivers to assist...