Asset Movement Specialist/Finance Clerk
Job Description
Job Description
Financial Wealth Management Clerk
LHH recruitment Solutions is hiring for a financial wealth management clerk with a strong background in data entry, customer service, and administrative duties. This position is fully in office with a great company to work for. Benefit offerings for full-time employment include medical, dental, vision, term life and AD&D insurance, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and a 401k plan.
Job Responsibilities
· Review and process deposits, withdrawals, and instruction setups in accordance with firm policies and industry regulations.
· Advise our financial professionals about what is needed to process their customers’ requests.
· Document any discrepancies and upload e-mails and make notes.
· Reports on technical issues to respective departments.
· Research matters by reviewing applicable resources.
· Phone calls- return VM within 2 hours
· E-mails- return within 2 hours
You are a great fit if:
· Series 7 License preferred
· Fingerprinting required
· Degree in Accounting or Finance or related experience
· Experience in banking or finance industry a plus
This role is a contract to hire opportunity that will pay $24/hr to start. Please apply today!
Equal Opportunity Employer/Veterans/Disabled
Pay Details: $24.00 per hour
Search managed by: Luis Garcia
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance