Operations Associate

Do you have experience with transaction processing? Are you familiar with trusts and their tax reporting requirements? If so, we want to hear from you! We are seeking experienced individuals to assist in the operations of a prestigious financial services company located in Phoenix, AZ. If you are interested, apply today! Qualified candidates will be contacted quickly. Note: This is a temporary assignment expected to last 1 year with the possibility of extension or conversion to a permanent associate. This is a hybrid position in which you will work 2 days per week in the office.

salary: $26 - $26.01 per hour
shift: First
work hours: 9 AM - 6 PM
education: High School

Responsibilities

• Same day cash processing of contribution and distribution requests from 401(K) participants via checks, ACH, and Federal wire transactions

• Process all daily inquiries in a timely and accurate manner

• Handle escalated items and projects given by management

• Process transactions in the wire system, carrying out quality control, consistently double checking any transactions that are processed by the team

• Balance transactions at the end of each day

• Requires basic knowledge of trusts and the particular accounting and tax reporting requirements

• Understanding of retirement plans, benefit payments, and distribution processing preferred but not required

Skills

• Cash Management (1 year of experience is preferred)
• Reconciliation (1 year of experience is preferred)
• MS Office
• Multi-tasking
• Operations
• Transaction Processing (1 year of experience is preferred)
• Wire Transfers (1 year of experience is preferred)
• 401K
• Written Communication
• Verbal Communication
• Customer Service
• TRUSTS

Qualifications

• Years of experience: 1 year
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.