Financial Document Processing
Fort Worth, TX | Temp
CornerStone Staffing has partnered with a company in Fort Worth for a major finance company.
CornerStone Staffing is currently recruiting for the following position:
Job Title: Financial Document Processing
Location: Fort Worth, Texas
Schedule: 8am-5pm Monday - Friday
Fulfill Client and Advisor requests to establish, service and support mutual fund, brokerage, and annuity business, within departmental guidelines for quality and productivity.
Review incoming client paperwork and collaborate with essential internal and external personnel to resolve items which are not in good order.
Process inbound Advisor and Client requests received via mail, email, fax, and service requests.
Improve the client and Advisor experience by providing effective and professional written and verbal communication to Advisors and Clients.
Engage in regular training and professional development while obtaining additional skills to enhance individual growth and cross-departmental functionality.
This position will involve rotation of job responsibilities for purposes of cross-training and career development.
Knowledge, Skills and Abilities:
Ability to work in a fast-paced environment and successfully meet strict operational deadlines.
Above average time management and multitasking skills.
Ability to review documents and data for completeness and accuracy while effectively addressing discrepancies.
Attention to detail and a strong commitment to comply with policies, procedures and guidelines.
Excellent verbal, written and interpersonal communication skills with an emphasis on being professional, clear, and concise.
Application Process Includes:
To Apply for this Job:
Click the Apply Online button at the top of this page, then:
If you are currently registered with CornerStone Staffing, click the I have a username and password and want to log in button to add yourself as a candidate to this job.
If you are NOT currently registered with CornerStone Staffing, click the I need to register button to complete the application.
After completing the Online Application, come to the Fort Worth office to interview with a recruiter:
CornerStone Staffing Fort Worth
1200 Summit Avenue, Suite 518
Fort Worth, TX 76102