Data Entry Specialist- Remote Only In San Diego

We are hiring a Data Entry Operator for a Financial Service company here in San Diego **MUST LIVE IN SAN DIEGO TO APPLY*

Duration:7 Month CONTRACT

Start Date: 5/30 ***No time off will be approved for the first 90 days   

Office Location: Sorrento Valley (WILL BE REMOTE)

Hours:   8am -5pm Monday - Friday

Essential Job Duties:  

• Manage back-office needs and effectively processes advisor transactions using internal workflow systems using departmental standard procedures with a high degree of accuracy
• Qualifies validated paperwork, activates and maintains advisors accounts
• Research, resolve and follow-up on applicable transfers, cash movements, document restrictions on accounts and release restrictions when issues are resolved
• Review, prepare, and process client transfer requests efficiently and accurately
• Review and process cash management, transfer request and banking needs the clients may have requests for Advisors and their Clients.
• Deliver exceptional service and build rapport with our Advisors and their staff.
• Analyze all paperwork received, document and notify clients of pending issues, work closely with clients for resolution, and accurately process accounts, as they are resolved
• Performing in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liability.
• Review and analyze any and all parts of the transfer process to ensure completeness and compliance with industry and company rules
• Manage work load to ensure all processing times are met.
• Organizes time and resources efficiently while processing quality work with a high degree of accuracy.

Requirements:

-5 Years of Data entry experience

-Financial Services Experience

-Degree or Associates in a Business Related field/ Accounting and Finance ( Preferred)

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email astoncarteraccommodation@astoncarter.com for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Salary : $20 - $23