Customer service Financials with Human Resource Data Entry ID-11605

Max rate $20/hr on w2
• Learning Strategy for Financial Planning
• Data entry and data stewardship
• Assimilate data
• Report reading
• In between Admin and Data entry
• Customer Service experience

Duties: The HR Records Management Teams are responsible for maintaining and storing accurate and current employment records for all associates including home office associates, financial advisors and branch staff. This includes processing new hires, promotions, pay increases, transfers, terminations, rehire eligibility checks and status changes as well as maintenance and security of personnel files and firm organizational structure.

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Clinet is rolling out a new customer offering. The first stage of the rollout is educating associates on the program which will include a two course and exam completion requirements. These individuals will be responsible for tracking and generating reporting on course and exam completions and communicating with individuals regarding the same. Because this is a new large-scale program rollout there will be lots of adjustments that will be necessary as it is implemented because as with all implementations, they won’t know what they don’t know until the roll-out begins. This means there will be a lot of questions that have never been asked before as everyone in the organization is learning about the program and processes are evolving. These individuals will need to have the ability to proactively find the answers to questions, and understand when questions or circumstances need to be escalated. This is a high-profile and high-stakes role so this individual will receiving a lot of training to ensure they are successful in the role because their success is paramount given the roles hyper-focus on data and reporting with no room for error.

Responsibilities:
• Responsible for completing Rehire and Transfer Eligibility Checks. This involves research and investigation of information to come to a conclusion.
• Maintain electronic personnel file and complete all file requests.
• Organize and distribute all incoming paper documents
• Maintain data integrity. Responsible for auditing of data.
• Accountable for 24-48 hour processing turnaround.
• Troubleshoot problems/questions related to processing; bring resolution to issues.
• Serve as customer service rep to handle questions related to the electronic personnel file and eligibility requests.

Qualifications:
• Excellent investigative skills
• Excellent verbal/written communication skills
• Must be able to respond verbally and in writing thorough answers/instructions and directions; avoiding closed answers
• Organizational and time management skills essential.
• Must be able to multi-task and address/resolve deliverables in a timely manner
• PeopleSoft HRMS experience preferred
• Must be able to learn and apply technical information relevant to the job; maintaining data integrity at all times
• Microsoft Office (Word, Excel and Outlook) applications and Internet Explorer/Edge/Chrome skills required

Required:
• Extreme attention to detail;
• Ability to multi-task;
• Strong critical thinking skills;
• Ability to communicate effectively and accurately with a variety of internal stakeholders;
• Strong MS Excel skills, particularly as it relates to database management
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