Account Services Analyst (Max $24/hr W2)

Lenmar Consulting Inc; South Jordan (UT); Sur place; USD 27 000 - 39 000; Plein temps

Résumé du poste

Lenmar Consulting Inc in Utah is seeking an Account Services Analyst to support the new account opening process (paper and online), stock plan activation, and ongoing account maintenance.

You will review applications for good order, process them with speed and accuracy, handle exception and reconciliation reports, and work with lines of business to identify fraudulent or high‑risk accounts.

Qualifications

• Minimum of 1 year of financial operations experience or equivalent.
• 1+ years experience with rules and regulations governing bank and brokerage accounts.
• Strong analytical and organizational skills with attention to detail.

Responsabilités

• Review paper and electronic applications to determine good order.
• Manually process applications as needed with speed and accuracy.
• Handle exception and reconciliation reports, and help execute risk controls.
• Respond quickly to related Operations and Customer Service inquiries.
• Identify fraudulent or high-risk new accounts with various lines of business.
• Process all work daily to maintain excellent service levels.

Connaissances

Analytical skills

Attention to detail

Computer skills (Word, Excel, Access)

Independent / self-starting

Teamwork

Outils

Excel

Word

Access

Description du poste

Account Services Analyst (Max $24/hr W2)

• Contract

Finance

This position is in Account Services Operations, which primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance.

RESPONSIBILITIES:

• Review paper and electronic applications to determine good order.
• Manually process applications as needed with speed and accuracy.
• Handle exception and reconciliation reports, and help execute risk controls.
• Quickly respond to related Operations and Customer Service inquiries.
• Work with various lines of business to identify fraudulent or high-risk new accounts.
• Process all work daily to maintain excellent service levels

PREFERRED QUALIFICATIONS:

• Minimum of 1 year of financial operations experience or equivalent.
• 1+ years experience with rules and regulations governing bank and brokerage accounts.
• Strong analytical skills including ability to research, schedule, analyze and present findings.
• Proven organizational skills with attention to detail. Strong computer skills (Word, Excel, Access, etc.).
• Must be a dynamic and self-starting individual, able to work independently or as part of a team.

All your information will be kept confidential according to EEO guidelines.

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