business financial operations coordinator

Company: Randstad
Location: Saint Paul
Posted on: March 16, 2023

Job Description:

business financial operations coordinator.

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  st paul , minnesota
  
  
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  posted february 13, 2023
  
  
  job details
  summary
  
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    $20 - $22 per hour
    
    
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    temp to perm
    
    
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    bachelor degree
    
    
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    category business and financial operations occupations
    
    
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    referenceAB_4175367
    
    
    job details
    Have you elevated your education by completing a 4 year degree or hold a 2 year degree with a couple of years of corporate work experience? Do you have a passion for enhancing the client's experience, efficiently processing tasks, researching, problem solving and desire to be part of a Minnesota based company that prides themselves on low attrition due to the exceptional culture? Are you looking to put your business operations knowledge to work? Training will be on site for the first 4 days. After training, you will work in the office on Wednesdays and from the comfort of your home the other 4 days. Through 2023, parking is FREE within their building's parking garage. The intent is to hire on permanently the candidate that showcases the quality of work, leads with professionalism, and proves their commitment to the organization with solid attendance. This Business Financial Operations Coordinator is a great starting part for a long term career with an exceptional Company!
    salary: $20 - $22 per hour
    shift: First
    work hours: 8 AM - 5 PM
    education: Bachelor
    Responsibilities
    
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      Instrumental in processing all Annuity Applications (Incoming rollovers, 1035 exchanges, Direct Transfers, etc)
      
      
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      Verify status of pending funds coming from other financial institutions via phone or email
      
      
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      Review annuity applications for completion and accuracy
      
      
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      Data input of missing information into multiple different databases
      
      
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      Quality assurance review on processed work
      
      
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      Research and seek out missing information
      
      
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      Execute initial contract set-up; including contacting financial advisors regarding clarification of information or requesting additional information pertaining to annuity applications
      
      
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      Answer inbound phone calls regarding basic status calls from financial advisors and internal sales team
      
      
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      Maintain and manage all pending/follow-up cases on incoming business and communicate status to financial advisors
      
      
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      You must be comfortable making outbound calls and receiving inbound calls 2-3 hours a day to support the duties above (this is NOT a call center role)
      
      
      Skills
      
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        Phone Skills (1 year of experience is preferred)
        
        
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        Client Service (2 years of experience is preferred)
        
        
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        Task Oriented
        
        
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        Deadline Oriented
        
        
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        Organizational Skills
        
        
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        Excel (4 years of experience is required)
        
        
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        Data Entry
        
        
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        Time Management
        
        
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        Open to Overtime
        
        
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        Computer Savvy
        
        
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        Research
        
        
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        Follow up
        
        
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        Document Review
        
        
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        Annuity Knowledge (1 year of experience is preferred)
        
        
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        Business operations (2 years of experience is preferred)
        
        
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        High Level of Initiative
        
        
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        Problem Solver
        
        
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        Able to read contracts
        
        
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        Math Calculation
        
        
        Qualifications
        
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          Years of experience: 1 year
          
          
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          Experience level: Entry Level
          
          
          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 HRsupport@randstadusa.com.
          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 health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
          For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.
          get in touch
          we are here to help you with your questions.
          JK
          jennifer kleven
          
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          • jennifer.kleven@randstadusa.com
            

Keywords: Randstad, St. Paul , business financial operations coordinator, Accounting, Auditing , Saint Paul, Minnesota