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 Shelby Mensen at (515) 225-7000 or email smensen@thepalmergroup.com.