What are the responsibilities and job description for the Account Processor position at Russell Tobin?
Our client, a financial-services company, is looking to hire a Account Processor in Saint Paul, MN.
Job Title: Account Processor
Location: Saint Paul, MN 55107
Job Type: 3-Month Contract | W-2
Pay Rate: $25–$29/hour
Work Arrangement: Hybrid
Training: 5 days/week onsite during training
Interview: 1 round, ideally onsite
Position Overview
We are seeking an Account Processor to support Wealth Management operations in Saint Paul, MN. This role is focused on processing customer account documentation, maintaining account information, reviewing records for accuracy, processing transactions, and supporting day-to-day operational activities.
The ideal candidate will have strong attention to detail, excellent organizational skills, and the ability to accurately process financial and customer information in a fast-paced environment.
Key Responsibilities
- Process new account applications and maintain existing customer account information.
- Review, verify, and process financial and account-related documentation for completeness and accuracy.
- Record and update account transactions accurately and in a timely manner.
- Receive, classify, consolidate, and summarize documents and information.
- Complete reports and provide administrative and operational support.
- Perform quality reviews to ensure compliance with internal procedures and regulatory requirements.
- Research and resolve account discrepancies and processing issues.
- Respond to customer inquiries and requests for information.
- Escalate complex issues when appropriate.
- Collaborate with internal teams to support account servicing and operational efficiency.
- Maintain the confidentiality and security of customer information.
Required Qualifications
- High school diploma or equivalent.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities and meet deadlines.
- Strong analytical and problem-solving abilities.
- Excellent verbal and written communication skills.
- Strong customer service skills.
- Proficiency with data entry and computer applications.
- Ability to work independently and as part of a team.
Preferred Qualifications
- Experience in banking, financial services, investments, brokerage operations, or a related field.
- Familiarity with brokerage accounts, IRAs, Roth IRAs, or retirement accounts.
- Experience processing documentation or performing quality reviews.
- Associate's or Bachelor's degree in Finance, Business, Economics, or a related field.
- Experience identifying, resolving, and escalating account or processing issues.
- Experience working in a regulated environment where accuracy and compliance are important.
Key Skills
- Attention to Detail
- Account Processing
- Data Entry
- Documentation Review
- Customer Service
- Problem Solving
- Quality Assurance
- Financial Operations
- Time Management
- Communication
- Organization
- Team Collaboration
#RTAProfessionalZipFor workers in the United States, PrideGlobal and it's affiliates offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.
Equal Employment Opportunity
PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.
Fair Chance Employment
PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.
Accommodations
We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.
Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.
Only applicable for Kentucky positions: For this type of employment, state law requires a criminal record check as a condition of employment. This applies to direct care staff (Examples: RN, LPN, Nurse Aides, Therapists) referred to Kentucky nursing facilities, assisted living communities, or long-term care facilities, in accordance with KRS 216.793.
Russell Tobin is a leading professional recruitment and staffing advisory organization.
We are comprised of specialized practices focusing on a variety of skill sets and industries. With deep industry expertise, our subject matter experts provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies.
We are the staffing arm of the Pride Global network, an integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.
Salary : $25 - $29