financial processor

financial processor.

• malvern , pennsylvania

• posted may 8, 2024

job details

summary

• $22 - $23 per hour

• temporary

• high school

• category office and administrative support occupations

• referenceAB_4530924

job details

Tuesday- Thursday in Office 6 Month Contract 23/hr. June 17th start date

salary: $22 - $23 per hour

shift: First

work hours: 8 AM - 4 PM

education: High School

Responsibilities

• Researches all cases of shareholder returned mail including but not limited to first and second notice letters, third party locater searches, and accesses pertinent Vanguard records to discover errors.

• Understands and complies with all SEC guidelines in this research. Understands Abandoned Property's process from Returned from Post Office (RPO) through Escheatment.

• Establishes and/or removes all RPO restrictions by conducting searches in compliance with SEC guidelines / unit procedures and reviews requests submitted by business partners for RPO restriction removals.

• Maintains 100% accurate records for RPO accounts that are potentially escheatable as dictated by applicable state laws and SEC guidelines.

• Verifies, reviews and processes all returned checks within 24 hours in accordance with Abandoned Property Unit procedures.

• Identifies, analyzes, and documents trends. Recommends improvements to workflow efficiencies, in developing necessary action steps to prevent reoccurrences.

• Demonstrates excellent call control skills and above average client relationship skills when making or receiving calls from internal and external clients.

• Provides shareholders prompt, courteous, and accurate information in both telephone and written correspondence.

• Assists other team members and is supportive in both group and one on one settings.

Skills

• Processor

• Microsoft Office PowerPoint

• Microsoft Office

• Problem Solving

Qualifications

• Years of experience: 2 years

• Experience level: Entry Level

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact ~~~.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.

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