Palmer Group is currently recruiting for the Account Processing Associate position in collaboration with our financial client. If you are a strong communicator with an eye for detail and an analytical mindset, apply now!
Work model:
- On-Site
- 8:00 AM – 4:30 PM
- Monday – Friday
What you will do:
- Process daily work associated with your department, which may include asset movement, account transfers, or new account set-up and maintenance
- Perform research as requested on customer accounts
- Provide phone support for the department
- Act as liaison between financial professionals and institutions
- Respond to inquiries from internal and external customers via fax, phone, and email
What you will need to be successful:
- Must pass a credit check
- High school diploma or GED
- 1+ years of experience working with Microsoft Office
- Bachelor’s degree preferred
- Experience in the financial services industry is a plus
- Experience processing in a high-volume and deadline-driven environment
- High attention to detail; the ability to process work accurately and meet deadlines
- Ability to work independently and think critically, exercising sound judgment
- Excellent problem-resolution, organizational, and follow-up skills
- Strong professional communication; ability to develop positive working relationships
- Ability to embrace change and work in a fast-paced environment
Benefits overview:
- 401k
- Insurance: Health, dental, vision
- Employee Stock Ownership Plan (ESOP)
- Click here for a complete list of benefits
Interested and qualified candidates can contact Brennan Jones at (515) 225-7000 or email bjones@thepalmergroup.com.
