Financial Processor

    • Contract
  • Malvern, PA
  • 16-18/hr

Financial Processing Associate
Malvern, PA
Contract to hire
$18/hr to start

Job Duties
-Processes client transaction requests and reviews transactions for accuracy, completeness, and adherence to all internal and external regulations.
-Partners with Vanguard Associates in working through complex processing issues to ensure timely completion.
-Develops a working knowledge of processing systems, group policies and procedures.
-Communicates with clients through outbound calls and written correspondence to clarify incomplete or invalid paperwork.
-Understands and complies with the Securities and Exchange Commission (SEC) guidelines, and internal policies regarding client contact.
-Maintains department standards for quality, efficiency, and adherence.
-Works collaboratively with peers and management in a strong team environment.
-Meets with Manager to discuss performance, business trends and issues impacting the Processing team.
-Participates in special projects and performs other duties as assigned.

-Undergraduate degree or related experience.
-Business related education and/or experience.
-Strong client focus and ability to develop relationships with internal and external clients.
-Comfortable working in high volume situations with time constraints.
-Strong problem resolution and time management skills.
-Proficient in Microsoft Office and Windows operating systems.

Other Details
-Typical work week is 37.50 hours, however, during peak tax season (December to April) the work week is 40 hours and may move to a compressed schedule.
-Corporate environment requires business appropriate casual dress Monday –Friday.

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