Private Banking Director jobs in Saint Petersburg, FL

NIT1

About the company

eTeam was formed in 1999 with the goal of becoming the company of choice for clients, talent and staffing professionals. Today, we’re one of the fastest-growing global companies and ranked as one of the best companies to work for by Staffing Industry Analysts. We aspire everyday to do quality work for our clients and help our talent work at some of the most amazing companies.

Job Title: Deposit Operations Associate

Job location: Saint Petersburg, FL-33716

Job Duration: 6 months contract

Duties:

This is a temporary position with possible transition to a full-time permanent position.**

This person will be required to work onsite Monday through Friday.**

Job Summary:

This person will support the Deposit Operations team.

Job Duties:

· This is a project to assist with over 1,000 accounts (and growing daily) that are in a dormant status.

· There is a daily flat file received that will need to be converted to Excel to make a log.

· Locate email addresses for client and FAs and add to log

· Send out emails to the Financial Advisors and clients notifying them of the dormancy

· Track data on Excel spreadsheet including dates of follow up, notifications and responses.

· Monitoring of the department email inbox

· Inputting batches into core processing system (data entry)

· Interact with various departments and financial advisors, as-needed

Skills:

Must Haves

· 2-3 years minimum of data entry/administrative experience required

· Financial services experience is preferred

· Intermediate skills with Microsoft Excel (must have the ability to create a basic spreadsheet, input data, manipulate columns/ rows, etc.)

· Intermediate skills with MS Word and Outlook

· High attention to detail, especially when it comes to data entry (including 10 key)

· Clear and professional written and oral communication skills; ability to use proper spelling and grammar at all times

· Professional demeanor

· Highly organized

Job Type: Contract

Pay: $20.00 - $23.50 per hour

Experience level:

• 2 years

Schedule:

• 8 hour shift
• Day shift

Experience:

• Banking: 2 years (Preferred)
• operations: 2 years (Preferred)

Ability to Commute:

• Saint Petersburg, FL 33716 (Required)

Work Location: In person