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Financial Services Assistant

Express Employment Professionals

1 Positions

ID: 14829

Posted On 06/23/2022

Job Overview

Express Employment Professionals has partnered with a local financial institution to seek a Financial Services Assistant. This position is entry level to start and will grow into a Consultant type position.

Details:

  • Assist members with address changes, questions regarding accounts, account changes, etc.
  • Screen calls for representatives and handle client questions and issues
  • Complete mutual fund trade tickets/monitor for settlement
  • Process annuity and life insurance forms
  • Establish and maintain client files and adhere to compliance requirements
  • Schedule client appointments
  • Other duties as requested

Pay: $15-$16/hour

Position Type: Evaluation hire, full time Monday-Friday 1st shift

About Express: Express Employment Professionals is a locally owned and operated job match company. We specialize in connecting our community to long term, permanent work opportunities. As a 2021 Best of Staffing Awards Winner, we are dedicated to helping individuals find the best job to match their desires and skill set. One interview with us is similar to interviewing for over 100 companies. Apply to join our Express family today. As always, there is never a fee to the jobseeker!

Express Employment is an Equal Opportunity Employer

Primary Contact

204853

Molly Wand

Administrative Recruiter, Administration

563-583-1600

Phone

Phone

Phone

Fax

Molly.Wand@expresspros.com

Email

True

False

False

Job Details

Categories

Banking/Mortgage/Financial Services
Clerical/Office Administration
Customer Service

Location

Dubuque, IA

Shift

First Shift

Job Type

Employee

Full/Part

Full Time

Pay/Salary

$15.00 - $16.00 Per Hour

Company ID

1011

Job REQ #

# Positions

1

Start Date

20220623

End Date

20220725

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Express Employment Professionals

About the Company

 

About Express

On a Mission to Put
a Million People to Work

Express Employment Professionals is one of the top staffing companies in the U.S. and Canada. Every day, we help people find jobs and provide workforce solutions to businesses. Express has more than 750 franchise locations that provide a full range of employment solutions that include full-time, temporary, and part-time employment in a wide range of positions, including professional, commercial, and administrative. Each Express office is locally owned and operated and backed by the expertise and support of an international headquarters. Simply put, Express is large enough to meet your needs and small enough to care.

If you're a job seeker, Express will assess your skills and work with you to find a job that fits your needs and abilities. Applicants never pay a fee at Express, and you'll have the opportunity to earn benefits such as medical insurance, holiday pay, vacation pay, referral bonuses and much more. Learn more.

For employers, Express Employment Professionals provides staffing and HR solutions to help meet your needs and production goals.

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