New Accounts Processor / 56613
Administrative
SyrauseNY Contract $16.00 - $18.00

 Temporary Project - New Accounts Processor (56613)

HOURS:          Monday - Friday, 8:00 am – 4: 30pm

PAY RATE:     $16-18/hr. DOE

CPS Recruitment is partnering with a leading Registered Investment Adviser firm, in Syracuse NY to find a New Accounts Processor to become a vital part of their team!

This position will be responsible for preparing, researching, and reconciling commission and accounting reports/calculations. This is an excellent temporary opportunity to work with one of the largest independently-held broker/dealer firms in the country!  This position is expected to last 3-6 months.

If you are detail-oriented with good time management skills- apply today!

In this role, you will be responsible for processing account maintenance and new account applications.

Position duties include but are not limited to:

  • Data entry of new account forms
  • Ensuring required signatures and information has been obtained on new account forms and necessary documents received
  • Opening of client accounts on clearing platforms
  • Review daily and monthly reports of new accounts
  • Run monthly reports as required 
  • Review accounts for missing paperwork
  • Provide internal customer service to other representatives 
  • Promote and review quality standards are being met for the department
  • Answer phones
  • Any other duties or tasks assigned 
 
Minimum Qualifications:
  • Bachelor's degree or equivalent work experience is preferred
  • Strong data entry and customer service skills
  • Demonstrated problem solving and analytical skills, including analyzing data
  • Strong attention to detail
  • Good oral and written communication skills

Applicants must follow the CPS employment guidelines and be willing to comply with our drug screening policy and other pre-employment requirements.

How to Apply:
For consideration please submit a resume to the following:
Email: jobs@cpsrecruiter.com
Further questions, call 315-883-5507
CPS Recruitment is an Equal Opportunity Employer