This is a Financial Services Support Representative role (Data Entry Operator) in the Private Retirement Plan Operations and Recordkeeping team in downtown Columbus.
This is an excellent opportunity to build a fulfilling career with a leader in financial services and insurance who has recently been listed as a Fortune 100 Best Place to Work. Randstad Corporate Services in partnership with a Fortune 100 company headquartered in Columbus, OH
Why Work With Us?
Pay: $18
Office Location: 10 West Nationwide Blvd Columbus, OH
Schedule: Monday- Friday 9:00 am- 5:30 pm
Weekly Pay and Health Benefits offered
Free Parking
Career Growth Opportunities
Awesome Company Culture
About the Job:
We are looking for qualified candidates who have interest in working in retirement plan administration, financial services and financial operations. This role will be assisting with contract updates, legal document assembly, and other duties as assigned
salary: $17.99 - $18 per hour
shift: First
work hours: 9 AM - 5:30 PM
education: Associate
Responsibilities
1. Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system.
2. Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
3. Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.
4. Compiles management information such as contract and sold case activity as needed by internal management.
5. Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
6. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
7. Researches and corrects errors.
What we're looking for:
- Ability to multi-task and navigate multiple systems
- Knowledge of Word and Excel
- Ability to type 40 wpm +
- Customer service orientation
- Attention to detail
- Ability to prioritize work
- Positive Attitude and Team Player (can work well with groups of people)
As an ideal candidate you will have-
- A completed (or near completion) bachelor's degree in business, finance, or other related fields highly preferred
- 1-2 years' work experience in an office
Skills
- Processor
- Data Entry
- Financial Services
- Attention to details
- Time Management
- Microsoft Excel
- Adapting to Change
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 HRsupport@randstadusa.com.
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).
This posting is open for thirty (30) days.