Kelly
Location: Pearl Mississippi US
$18-22
Entry Level
Full-Time, Temporary
Financial Services
Travel – None
High School or equivalent
First Shift (Day)
Looking to gain experience and knowledge in the Financial Services industry? We have a great opportunity for you with our growing client based in Appleton, WI. Our client will train you to be a Financial Administrative Assistant – Remote and give you the opportunity to grow with them. This is a 100% remote opportunity!
While on a contract role with Kelly, you will be offered health, dental and vision insurance as well as Kelly Perks and Discounts.
Shifts Available:
- Flexible: Choose your 8 hour shift between the hours of: Mon-Fri between 7:30am-6:00p
Starting pay as a Financial Administrative Assistant – Remote:
- $18 – +$22/hr
Position Information:
This position is accountable for processing new account documents, maintenance requests, transfers and distributions. This includes analyzing and processing non-routine and/or complex new business and service transactions. Position will also make outbound calls as required. Ensures service-related activities are performed quickly, accurately, cost-effectively and in compliance with internal service and state and federal regulatory standards. Provides support in the development of policies/procedures and quality assessments. This position focuses on using job or technical knowledge and skills to serve customers effectively. Willingly cooperates and works collaboratively to accomplish department objectives
Job Duties
- Maintain a thorough understanding of brokerage operations products, services and affiliated systems including the NFS and Thrivent systems and applicable operational policies and procedures.
- Build and maintain a high quality and professional working relationship with all field professionals, clearing firm and internal business units.
- Analyze, approve and provide high quality and timely service assuring strong member and field satisfaction and achieving and exceeding established service level timeframes.
- Provide quality customer service by providing detailed, accurate and timely communications to ensure the field and clients have a reasonable understanding of the operational status of the account.
- Provide services as part of a brokerage operations processing team. This includes assisting other team members, managing workflow, flexing to provide functional coverage and collaborating with other service teams.
- Achieve or exceed department quality standards.
What kind of experience do you need to succeed?:
- High School, 1-2 years related experience
- Strong written and communication skills
- Proficient with MS Excel, MS Word, and applicable financial reporting tools.