Financial Support Specialist
Job description
FINANCIAL SUPPORT SPECIALIST
We are currently seeking candidates for multiple Financial Specialist opportunities for one our top Fortune 500 clients in St. Louis! Please read the description below for more:
FINANCIAL SUPPORT SPECIALIST JOB DESCRIPTION:
· Selected candidates will perform a variety of financial industry related operational tasks for moderately complex financial securities, cash related transactions, or related processes.
· Duties may include reviewing documentation for accuracy and completeness and entering and/or comparing that documentation to system of record information for consistency and regulatory compliance purposes.
· Duties will also include ensuring information received between departments impacting customer accounts is compliant with company guidelines and related regulations.
· Some positions may require interaction with internal and external customers regarding account setups, changes, or modifications. Good communication skills, both written and verbal, are needed.
FINACIAL SUPPORT SPECIALIST JOB REQUIREMENTS:
· 1+ year of experience in one of the following: Business Operations, Financial Services, Accounting, or Financial Analysis.
· Previous experience within Brokerage or Financial Planning is highly desirable.
· Knowledge and work experience with IRA Accounts, Annuities, and/or Estate Accounts highly desirable.
· Experience managing or accurately transferring information between customer financial portfolios highly desirable.
· Intermediate to advanced Microsoft Excel experience highly desirable.
· Demonstrated success in a position requiring a high degree of accuracy and attention to detail.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian’s platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian’s brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
