Financial data entry processor

We are seeking individuals for an Retirement Plan Services Processor position on the west side of San Antonio! Position: Retirement Plan Services Processor New Hire Class Starts: 7/27/26 Location: In Office Only (Near Sea World) • Pay: $17.96 per hour • Monday - Friday Schedule • Contract Position: 2 Years (Potential to become permanent)

*Recruiter Contact Number for this Position: View phone number on click.appcast.io* *Recruiter Contact Email for this Position: View email address on click.appcast.io Qualifications: • High learning agility and the ability to quickly adapt to new concepts, procedures, and processes. • Exceptional attention to detail, accuracy, and multi-tasking skills. • Excellent written and verbal communication skills. • Proficiency in using Windows-based computer systems, including basic Microsoft Excel, web browser-based tools, and troubleshooting. • Reliable and consistent accuracy and detail orientation. • Excellent problem-solving skills for complex inquiries and requests. • Previous customer service experience required; experience in the retirement industry preferred but not mandatory. • Experience working in a financial institution office or professional environment for 3+ years. Additional Requirements: • 100% on site with no option for remote work. • Flexibility to accommodate schedule changes and work additional hours if needed. Ability to take on additional tasks as needed.

• Punctuality, dependability, and the ability to respond well to feedback. • High level of honesty, integrity, and ethical standards. • Communicate respectfully and professionally.

Responsibilities • Reviewing inbound checks intended for retirement funds • Processing of funds based on client's request • Seeking additional information when needed The essential functions of this role include: *Working in a smoke free environment *Working up to 5 hrs of overtime per week


salary: $17.95 - $17.96 per hour
shift: First
work hours: 7 AM - 5 PM
education: High School

Responsibilities

Key Responsibilities:
• Independently process account transactions (such as redemptions, maintenance, and plan
establishment).
• Conduct limited outbound calls to sponsors, third-party administrators, or advisors to clarify
written requests.
• Perform quality reviews of transaction processing to ensure accuracy.
• Gather and assess information efficiently and effectively.
• Read, interpret, and act on instructions provided by investors and financial advisors with a high
degree of accuracy.
• Create clear and concise written notes to document work performed when necessary.
• Work collaboratively in a team environment and demonstrate sound judgment in resolving
moderate complexity matters.

The essential functions of this role include:

• working in a smoke free environment
• working up to 5 hrs of overtime per week

Skills

• Processor
• Loan Administration
• Loan Processing
• Mortgage Credit/Collections
• Data Processor
• Financial Services
• Entering Data (1 year of experience is preferred)
• Mortgage Closer
• Order Processing
• Mortgage Lending
• Data Entry
• Typing Skills
• Time and Accuracy Improvement of Financial
• Loan Review
• Basic Computer Skills
• Mortgage Underwriting
• Mortgage Insurance
• Time Management

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.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on click.appcast.io.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.