Account Coordinator

3 weeks ago


Milwaukee, United States Russell Tobin Full time

Russell Tobin's client is hiring an Account Processor in Milwaukee, WI


Employment Type: Contract

Location: Hybrid (3 days in the office, Wednesdays required) Milwaukee, WI53212

Schedule: 9am-5pm CST

Pay rate: $24.29/hr


Responsibilities:

  • This is a 100% processing role.
  • Perform quality checks on money movement requests submitted by front office trust team members on behalf of external clients.
  • Review money movement requests received from the front office trust teams.
  • Will partner with team members, front office trust officers, and trust admins (but no direct interaction with external clients).
  • Performs a variety of document processing and record-keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the assigned area


Requirements:

  • Attention to detail, sense of urgency, quick learner, ability to pivot to different tasks quickly


Preferred Requirements:

  • MS Office, SEI knowledge is nice but not required


Benefits that Russell Tobin offers:

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.


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