operations specialist.

  Join a dynamic team dedicated to delivering seamless banking and retirement operations for high-net-worth clients. As part of our Private Bank Settlement Transactions team, you’ll handle critical financial transactions, support letters of credit, and ensure smooth settlement processes. If you excel in MS Office Suite, have a professional presence, and thrive in a fast-paced environment, this role is for you. Take the next step in your career and be a part of a team that drives excellence in wealth management services!  

salary: $16.9 - $16.91 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Responsibilities

Summary:

Wealth Management Operations provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, Banking & Personal Retirement Operations provides support for Private Bank accounts and transactions.

Top 3 skillsets:

• MS Suite
• Outlook
• Word

Performs standard transaction processing and reconciliation according to the established written guidelines and proceduresResponds to client inquiries via numerous channels to support operational efficiency and quality client servicePerforms basic research, follow-up and resolution of routine research requestsIdentifies potential issues in daily operational tasks and escalates risk concerns, as neededProvides general operational support including mail sorting, and mail distribution.Needs to have professional presence, respond to emails in a professional manner




Skills

Operations

Claims Processing

Banking Operations

Qualifications

Years of experience: 2 years

Experience level: Experienced

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.