Job Openings

New Accounts (2) – Waltham

Job ID: BH405187

Category: Recent Graduate

Specialty: Accounting & Finance

New Accounts- Waltham

 

Must Have:

·         Excellent time management skills

·         Self motivated

·         Sharp attention to detail

·         Outstanding computer skills

Nice to have:

·         College degree, preferred

 

New Accounts/Data Integrity Contractor

 

 

 

 

 

Key responsibilities

 

  • Quality assurance of applications including MSA/Retirement Addendum review

  • Account maintenance items such as:

    • Adding/updating Trusted Contact Information

    • Adding/updating Beneficiary Information

  • Assigning client profile information to client account data received from direct product sponsor companies to ensure accuracy

  • Working on various special projects that arise

Core strengths 

 

  • Proficient in MS Office Suite

  • Knowledge of the financial services industry preferred

  • Strong written and verbal communication skills

  • Professional phone skills and active listening skills

  • Critical thinking and analytical skills

  • Organizational skills

  • Process and detail-oriented

  • Patience with repetitive work

  • Ability to work in a fast-paced environment

  • Team-oriented and personable

  • Reliable and dependable

  • Ability to follow directions

  • Diligent, dedicated, and focused

 

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract

Location: Waltham, Massachusetts