Akkodis is seeking a for a Operations Admin Specialist position with a client located in Naples, FL. Ideally looking for applicants with a soild background in the financial services industry.
Pay Range: $21-23/hr. The rate may be negotiable based on experience, education, geographic location, and other factors.
Duration: 5-6 months contract role (Possible to extend)
Required skills: Banking operations, Payment processing, withdraw & deposits, Wire transfers, Open & close customer accounts etc.
Job description
We are looking for people with a passion for helping clients. The successful Senior Specialist Manager will serve as a vital member of the Client Services team, serving clients and advisors directly. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a great advisory relationship experience.
What you are good at
• Provide support to the Client Service Mangers (CSMs) on a wide variety of tasks
• Assist with opening and closing client accounts
• Process deposits and withdrawals for clients
• Preparation of client documents for signature
• Assist in the quarter-end reporting
• Field client and advisor calls when necessary
• Assist with mailing multiple distributions to clients
• Liaison with operations and trading to effectively disseminate information
• Collaborate on various CS department projects
• Assist with generating reports as requested by other CSIM departments and clients
• Account maintenance - daily, weekly, monthly and quarterly tasks
• Perform database updates, as necessary
• Collaborate in working groups, to better enhance workflows and processes
• Provide outstanding client service while demonstrating empathy and problem-solving skills
If you are interested in this Operations Admin Specialist :: Naples, FL then please click APPLY NOW. For other opportunities available at Akkodis go to www.akkodis.com. If you have questions about the position, please contact Navneet Kumar at navneet.kumar@akkodisgroup.com.
Equal Opportunity Employer/Veterans/Disabled
Benefit offerings include medical, dental, vision, term life insurance, short-term disability insurance, additional voluntary benefits, commuter benefits, and a 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.modis.com/en-us/candidate-privacy/
