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Aston Carter HYBRID DATA ENTRY SPECIALIST in West Des Moines, Iowa

This is a Transition Coordinator in the Brokerage Operations area. It is hybrid and only needs to be on-site 3 days per month.

Duties:

  • Independent and timely review and processing of financial and client account documents

  • Audit accurately and completely identify paperwork that is Not in Good Order.

  • Conduct check-in calls that are high quality and add value to the newly affiliated individual. (Not high volume of calls)

  • Send welcome e-mails to newly affiliated individuals that are professional and within Service Level Agreements.

  • Process transitioning business accurately and timely.

  • Contact Product companies for Change of Representative updates; update status on client tracking sheets.

  • Close all assigned opportunities in Salesforce timely and prevent backlog

Additional Skills & Qualifications:

  • Candidates with a Business degree are preferred, but not required.

  • 1+ years of experience in the financial services industry

  • 1+ years of experience processing in a high volume and deadline driven environment

  • 1+ Experience in a processing, accounting or production driven environment.

* THIS COMPANY RUNS AN EXTENSIVE PRE-EMPLOYMENT SCREENING WHICH INCLUDES FINGERPRINTING & CREDIT CHECK*

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

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