Operations Associate

The Planet Group; Saint Cloud (MN); In loco; USD 38.000 - 52.000; Tempo pieno

Descrizione del lavoro

The Planet Group is seeking a detail-oriented financial services professional to process daily workflows, including asset movement, transfers, and new accounts. You will ensure accuracy and timeliness across routine and complex transactions while upholding compliance and quality standards.

Ideal candidates will have a Bachelor’s or higher, with 1+ years in financial services and proficiency in Microsoft Office.

Competenze

• Bachelor’s degree required.
• High School Diploma or GED accepted.
• 1+ years in financial services.
• 1+ years processing in high-volume, deadline-driven environments.

Mansioni

• Process daily work such as asset movement, account transfers, and new account setup and maintenance.
• Handle routine and complex transactions accurately, timely, and efficiently.
• Identify, interpret, and resolve potential problems proactively.
• 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.

Conoscenze

Microsoft Office

Formazione

Bachelor’s Degree

High School Diploma or GED

Descrizione del lavoro

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

Requirements:

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