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Financial Services Representative

Company: Randstad Corporate Services
Location: Troy
Posted on: May 16, 2022

Job Description:

Job Description Do you have a background or interest in Finance? Duties of this role include assisting customers with asset allocation, investment guidance, and plan specific information. Qualified Candidates must reside in the Troy, NY area Start Date - 07/18/2022 Training Hours - In office - 8 am - 4:30 pm M-F 4 week training Ability to work from home once training concludes Core Business Hours - 8 am - 11 pm ( M-F ) & Saturday 9 am - 6 pm Must be open to work overtime when deemed necessary Weekly Pay - $19 an hour benefits Temp to Hire role Passing the SIE (Securities Industries Essentials) exam is required in order to convert to a full time employee within 6 months or less The Plan allows eligible New York City employees a way to save for retirement through convenient payroll deductions. The plan is comprised of two programs: a 457 Plan and a 401(k) Plan, both of which offer pre-tax and Roth (after-tax) options. salary: $18 - $19 per hour shift: First work hours: 8 AM - 11 PM education: Associate Responsibilities Summary of Job Responsibilities: - Fielding inbound calls from participants; state workers and government officials regarding retirement plans - 403b & 457b - Provides prompt efficient service for assigned product and/or service center internal and external customers. - Designs and administers plans funded by all types of investments, with investment direction provided by trustee(s) and/or plan participants. - Coordinates full communication between contract holders, producers, and with internal departments. What you need - General office practices, customer service, and office equipment. - Solid communication both written and verbal - Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques. Education - High School diploma or equivalent - Graduate degree in Finance, Business Administration, Communications, or a similar discipline preferred The essential functions of this role include: working weekends Skills 403B 457B Microsoft Office Financial Planning Customer Service Administrative Duties Investment Management Securities Industries Exam Finra Series 6 Verbal Communication Financial Analysis Active Listening Financial Transactions Financial Systems Analysis Qualifications Years of experience: 2 years Experience level: Entry Level Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information. Company Description Randstad North America is a wholly-owned subsidiary of Randstad Holding N.V., a --- 23.3 billion global provider of HR services. Through its unique approach of delivering HR innovation with human interaction at the center, Randstad secures and manages a workforce of more than 100,000 people for thousands of clients each week. As a trusted partner in the post-digital world of talent, Randstad advances the careers and business success of our candidates and clients through a combination of the best of high-tech and high-touch processes. Employing over 6,500 recruiting experts through approximately 1,100 offices and client-dedicated locations, Randstad North America provides outsourcing, staffing, consulting and workforce solutions within the areas of engineering, finance and accounting, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration and sales and marketing. Learn more at www.randstadusa.com. The Randstad Group is a global leader in the HR services industry and specialized in solutions in the field of flexible work and human resources services. We support people and organizations in realizing their true potential. Our services range from regular temporary Staffing and permanent placements to Inhouse Services, Professionals, and HR Solutions (including Recruitment Process Outsourcing, Managed Services Programs, and outplacement). At year-end 2017, Randstad had 38,331 corporate employees and 4,858 branches and Inhouse locations in 39 countries around the world. In 2017, Randstad generated revenue of --- 23.3 billion. Randstad was founded in 1960 and is headquartered in Diemen, the Netherlands. Randstad N.V. is listed on the NYSE Euronext Amsterdam, where options for stocks in Randstad are also traded. For more information, see https://www.randstad.com/.

Keywords: Randstad Corporate Services, Troy , Financial Services Representative, Sales , Troy, New York

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