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Investment Services Specialist 1

75% Flex
Remote: 
Full Remote
Contract: 
Full time
Experience: 
Junior (1-2 years)
Work from: 
Colorado (USA), Georgia (USA), Illinois (USA), Kentucky (USA), Louisiana (USA)

Offer summary

Qualifications:

Minimum 1 year of experience in investment or financial background or financial processing position, Located in EST timezone for remote work.

Key responsabilities:

  • Process financial planning, new business, and client data/information
  • Reconcile and communicate pending issues for Financial Planning NIGOs
  • Coordinate credit card payment processing for financial planning new business
  • Oversee transaction processing, field compensation, and inquiries about Financial Planning
Axelon Services Corporation logo
Axelon Services Corporation Human Resources, Staffing & Recruiting SME https://www.axelon.com/
501 - 1000 Employees
About Axelon Services Corporation
For more than 30 years, Axelon has been exceeding market expectations and delivering top talent to the Fortune 500. Our team's dedication and commitment to our clients' success have always set us apart. Axelon continues to empower its employees with technological advancements developed for top business performance, making Axelon a leading global staffing services provider in the industry. Historically rooted in the technology sector, Axelon now services many labor categories. At Axelon, you'll be part of a team that accelerates business success. Everyday, we strive to be...Your Partner for Success!
See more Axelon Services Corporation offers

Job description

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Your missions

100 % Remote Position

The Investment Services Specialist will process financial planning , new business and client data / information and determines if submission are in-good order or not-in-good order per requirements. This position is responsible for reconciling and communicating pending issues related to Financial Planning NIGOs (Not-in-good-order) while maintaining Service Level Agreement for all Financial Planning new business processing. The Investment Services Specialist works directly with Financial clients to receive credit card payment information for financial planning new business and process payment.
The successful candidate in the role ensures client centric response times for Credit card payment system with 70% service level. The Investment Services Specialist is responsible for managing departmental email boxes. This position requires problem solving, reconciliation skills and the ability to process payments with a high level of accuracy. The Investment Services Specialist also:
Oversees processing of all Financial Planning transactions such as check, credit card, brokerage and ACH.
Processes financial planning field compensation for weekly payroll.
Responsible for responding to inquiries about Financial Planning policies and procedures in a clear and timely manner.
Ability to work in multiple systems and mainframes simultaneously.
Performs other duties as required or assigned.
Generates system related reports
Provide ongoing service ( maintenance/updates to records as needed
Uses sound business judgment to independently make decisions pertaining to enforcement of business and company policies as well as industry regulations in order to manage risk of the business
Ideal candidate has minimum 1 year + experience in either investment or financial background. If not, must have 1 year experience in a financial processing position required.
100% remote is okay, but must be located in the EST timezone.

Typing skills, data entry, quickly and accurately
Strong organizational, analytical, and data entry skills
Strong systems aptitude, capable of learning new systems quickly
Proficient in Microsoft Outlook and Teams, must have 1+ year experience using Microsoft Office
Must be able to navigate multiple systems and computer proficient
Excellent written and oral communication skills
THIS POSITION WILL BE REQUIRED TO BE NRF'D (Ensure all candidates understand these requirements before submitting to req)

Required profile

Experience

Level of experience: Junior (1-2 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Account ReconciliationFinancial TransactionsData EntryTeamCityMS Office

Soft Skills

  • Organizational Skills
  • Interpersonal Skills
  • Problem Solving
  • Independence
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