Account Specialist

The Planet Group; Saint Cloud (MN); Vor Ort; USD 25.000 - 36.000; Vollzeit

Zusammenfassung

The Planet Group in Minnesota is seeking a meticulous financial services professional to process daily department tasks, including asset movement, account transfers, and new account setup. You will perform routine and complex transactions with accuracy, timeliness and a commitment to high-quality service.

The ideal candidate has a high school diploma or GED and at least 1 year of experience in finance, strong Microsoft Office skills, excellent communication, and the ability to work independently

Qualifikationen

• High School Diploma or GED required.
• 1+ years of experience in the financial services industry.
• 1+ years of experience processing in a high-volume, deadline-driven environment.

Aufgaben

• Process daily department tasks, including asset movement, account transfers, and new account setup and maintenance.
• Handle routine and complex transactions in an accurate, timely and efficient manner.
• Identify, interpret and resolve potential problems proactively.
• Independently follow procedures to meet service level agreements and quality metrics.
• Learn, use and support various financial products, software and systems.
• Comply with company policies and regulatory requirements.

Ausbildung

High School Diploma or GED

Tools

Microsoft Office

Jobbeschreibung

• Process daily work associated with your department which may include asset movement, account transfers, or new account set-up and maintenance
• Process routine and complex transactions in an accurate, timely and efficient manner
• Proactively work to identify, interpret and resolve potential problems
• Independently follow procedures to meet service level agreements and achieve quality metrics
• Learn, use and support various financial products, software and systems
• Comply with company policies and regulatory requirements

What you need to have:

• High School Diploma or GED
• 1+ years of experience working with Microsoft Office
• 1+ years of experience in the financial services industry
• 1+ years of experience processing in a high volume and deadline driven environment

Our top performers share the following traits:

• High attention to detail; the ability to process work accurately and meet deadlines
• Ability to work independently and think critically exercising good 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