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ApTask
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  • Entry Level Finance (Baltimore)  

    Pay Rate: $20-21/hr on w2 BACHELOR'S DEGREE REQUIRED Requirements/Qual... Read More
    Pay Rate: $20-21/hr on w2 BACHELOR'S DEGREE REQUIRED Requirements/Qualifications: - Ability to provide accurate and timely responses to inquiries - Ability to work in a structured, high volume and time sensitive environment - Good analytical and problem-solving skills - Attention to details and with strong risk awareness - Strong verbal and written business communication skills - Basic accounting skills. - Proficiency in Microsoft Office (Excel, Word, and PowerPoint) - Knowledge of Equity and/or Fixed Income products and settlement market rules is a plus, but not required Skills Required (essential): - Strong analytical, organizational, and verbal and written communication skills - Proven ability to work efficiently and accurately under pressure in a fast paced multi-tasking environment - Proactive and self-motivated - Intermediate Microsoft Excel and Word skills Read Less
  • Client Services Associate (Columbus)  

    Pay Rate: $19-22/hr on w2 Top Skills Sought: Exceptional attention to... Read More
    Pay Rate: $19-22/hr on w2 Top Skills Sought: Exceptional attention to detail Dependable and service-oriented mindset Self-motivated with the ability to work independently Proven ability to thrive in a fast-paced environment Qualifications: 12 years of experience in financial services and/or customer service Bachelors degree preferred (4-year college degree) Strong interest in long-term career growth and professional development Key Responsibilities: Engage internal clients through both inbound and outbound phone communications Serve as the primary point of contact, providing ongoing support throughout the account opening process and full account lifecycle Deliver consistent, world-class service to internal stakeholders Build and maintain strong relationships while offering solutions aligned with internal policies and procedures Identify, address, and resolve issues in a timely and effective manner Demonstrate adaptability and maintain high performance in a fast-paced, evolving environment Read Less
  • Financial Representative (Sandy)  

    - Salt Lake County
    Pay Rate: $24.00/hr on w2 RESPONSIBILITIES: -Review paper and electron... Read More
    Pay Rate: $24.00/hr on w2 RESPONSIBILITIES: -Review paper and electronic applications to determine good order. -Manually process applications as needed with speed and accuracy. -Handle exception and reconciliation reports, and help execute risk controls. -Quickly respond to related Operations and Customer Service inquiries. -Work with various lines of business to identify fraudulent or high-risk new accounts. -Process all work daily to maintain excellent service levels PREFERRED QUALIFICATIONS: -Minimum of 1 year of financial operations experience or equivalent. -1+ years experience with rules and regulations governing bank and brokerage accounts. -Strong analytical skills including ability to research, schedule, analyze and present findings. -Proven organizational skills with attention to detail. Strong computer skills (Word, Excel, Access, etc.). -Must be a dynamic and self-starting individual, able to work independently or as part of a team. Read Less
  • Financial Representative  

    - Salt Lake County
    Pay Rate: $24.00/hr on w2 RESPONSIBILITIES: -Review paper and electron... Read More
    Pay Rate: $24.00/hr on w2 RESPONSIBILITIES: -Review paper and electronic applications to determine good order. -Manually process applications as needed with speed and accuracy. -Handle exception and reconciliation reports, and help execute risk controls. -Quickly respond to related Operations and Customer Service inquiries. -Work with various lines of business to identify fraudulent or high-risk new accounts. -Process all work daily to maintain excellent service levels PREFERRED QUALIFICATIONS: -Minimum of 1 year of financial operations experience or equivalent. -1+ years experience with rules and regulations governing bank and brokerage accounts. -Strong analytical skills including ability to research, schedule, analyze and present findings. -Proven organizational skills with attention to detail. Strong computer skills (Word, Excel, Access, etc.). -Must be a dynamic and self-starting individual, able to work independently or as part of a team. Read Less
  • Client Services Associate  

    Pay Rate: $19-22/hr on w2 Top Skills Sought: Exceptional attention to... Read More
    Pay Rate: $19-22/hr on w2 Top Skills Sought: Exceptional attention to detail Dependable and service-oriented mindset Self-motivated with the ability to work independently Proven ability to thrive in a fast-paced environment Qualifications: 1–2 years of experience in financial services and/or customer service Bachelor’s degree preferred (4-year college degree) Strong interest in long-term career growth and professional development Key Responsibilities: Engage internal clients through both inbound and outbound phone communications Serve as the primary point of contact, providing ongoing support throughout the account opening process and full account lifecycle Deliver consistent, world-class service to internal stakeholders Build and maintain strong relationships while offering solutions aligned with internal policies and procedures Identify, address, and resolve issues in a timely and effective manner Demonstrate adaptability and maintain high performance in a fast-paced, evolving environment Read Less
  • Entry Level Finance  

    Pay Rate: $20-21/hr on w2 BACHELOR'S DEGREE REQUIRED Requirements/Qual... Read More
    Pay Rate: $20-21/hr on w2 BACHELOR'S DEGREE REQUIRED Requirements/Qualifications: - Ability to provide accurate and timely responses to inquiries - Ability to work in a structured, high volume and time sensitive environment - Good analytical and problem-solving skills - Attention to details and with strong risk awareness - Strong verbal and written business communication skills - Basic accounting skills. - Proficiency in Microsoft Office (Excel, Word, and PowerPoint) - Knowledge of Equity and/or Fixed Income products and settlement market rules is a plus, but not required Skills Required (essential): - Strong analytical, organizational, and verbal and written communication skills - Proven ability to work efficiently and accurately under pressure in a fast paced multi-tasking environment - Proactive and self-motivated - Intermediate Microsoft Excel and Word skills Read Less

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