Veterans Sourcing Group LLC
Bookkeeping / Check Deposits - $22.11 / hr
Veterans Sourcing Group LLC, Chandler, Arizona, United States, 85249
Bookkeeping/Check Deposits - $22.11/hr
Chandler, AZ - Hybrid (3 onsite, 2 WFH)
Actual Shift hours: 10:30 a-6:30 p EST; training hours will vary
12 months contract
ASAP start
Job Description
Perform Bookkeeping and Deposit Checks for Brokerage Clients team supports the deposit of checks into brokerage accounts, the opening and sorting of mail that may contain a check, and the validation of financial transactions for brokerage accounts. Performs standard activities supporting the creation and maintenance of accounts according to the established guidelines and procedures.
Responds to client inquiries via numerous channels to support operational efficiency and quality client service.
Performs basic research, follow-up and resolution of routine research requests.
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate.
Provides general operational support including handling inbound calls, mail sorting, and mail distribution.
Reviews required account documentation for accuracy.
Meets or exceeds individual productivity and quality goals and collaborates effectively to meet group goals.
Adapts to ever changing products and services.
Complies with all *** policies.
Required Skills
Account Management: ability to provide services and support to clients.
Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.
Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications.
Written Communications: ability to clearly convey information in written form through email in a way that easily enables the resolution of request.
Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment.
Collaboration: The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way.
Research: The ability to gather information about a topic, review, and apply the results to perform a task within procedural guidelines.
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Actual Shift hours: 10:30 a-6:30 p EST; training hours will vary
12 months contract
ASAP start
Job Description
Perform Bookkeeping and Deposit Checks for Brokerage Clients team supports the deposit of checks into brokerage accounts, the opening and sorting of mail that may contain a check, and the validation of financial transactions for brokerage accounts. Performs standard activities supporting the creation and maintenance of accounts according to the established guidelines and procedures.
Responds to client inquiries via numerous channels to support operational efficiency and quality client service.
Performs basic research, follow-up and resolution of routine research requests.
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate.
Provides general operational support including handling inbound calls, mail sorting, and mail distribution.
Reviews required account documentation for accuracy.
Meets or exceeds individual productivity and quality goals and collaborates effectively to meet group goals.
Adapts to ever changing products and services.
Complies with all *** policies.
Required Skills
Account Management: ability to provide services and support to clients.
Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.
Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications.
Written Communications: ability to clearly convey information in written form through email in a way that easily enables the resolution of request.
Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment.
Collaboration: The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way.
Research: The ability to gather information about a topic, review, and apply the results to perform a task within procedural guidelines.
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