Finance Management Trainee Job at Dexian, Saint Louis, MO

bkpsSlNIZ2ZMb1pSZUJLczkveVNZWWI1Snc9PQ==
  • Dexian
  • Saint Louis, MO

Job Description

Job Description:

Job Title: Financial Trainee

Location: St. Louis, MO 63103 (Hybrid Role)

Pay Range: $20 – $21/hr.

Duration : 6 months (Looking to Convert to Full Time Employee)

There is about 50% of travel involved so be sure that candidates can do such. They will also need their own credit card for expenses while on trips

Hours/Schedule: 8 AM to 4:30 PM

*Travel is involved* *We Pay for travel, food, lodging and other expenses while traveling* - Hybrid also.

* Payrate can go upto $29 - $30/hr. as well, during the assignment. *

Responsibilities:

  • This team is part of FA (Financial Advisor) Transition Services. They offer transitioning support to experienced Financial Advisors. As such, they often have large and complex books of business. This individual will work with these FA’s to transfer those clients efficiently and accurately.
  • They assist with ‘repapering’ accounts, transferring assets and opening brokerage accounts. This team has 24-hour SLA’s in place to ensure that paperwork is in good order within 24 hours.
  • A strong attention to detail and accurate data entry skills are a must for this position. They will be pulling paperwork from multiple locations and accurately inputting that data into their systems.
  • The data is related to newly acquired Financial Advisors and the client base they are bringing with them. The accurate transfer and capture of this information is a first impression to both the FA and their client.

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Job Tags

Full time, Worldwide,

Similar Jobs

Optimum

Field Sales Representative Job at Optimum

 ...Company for you! We are Optimum! Job Summary In the Direct Sales Representative role, you will be part of one of the most dynamic...  ...knowledge you need to succeed. Top-notch benefits: Medical, Dental & Vision Insurance from day one. Time to relax: Enjoy paid... 

Daniel Stark, LLP

Attorney Job at Daniel Stark, LLP

 ...Summary You may have a clever idea of what a personal injury attorney does - meet with clients, motion work, discovery, depositions,...  ...in their work ethic, enthusiasm, and commitment to our social contract. It's no wonder we have a high retention of team members. But don... 

Vivatides Therapeutics Inc.

Scientist/Senior Scientist/Principla Scientist, RNA therapeutics Job at Vivatides Therapeutics Inc.

 ...governance bodies, or external meetings Effectively communicate across all organizational levels Qualifications PhD in biology, pharmacology, or related discipline with 4+ years of experience in pharmaceutical/biotech industryor academic settings. The level... 

Gulfstream Strategic Placements

HVAC Customer Service/Sales Job at Gulfstream Strategic Placements

 ...Job Title: HVAC Customer Service/Sales Location: Los Angeles, CA Job Summary We seek a customer-focused and technically knowledgeable HVAC Customer Service/Sales Representative to join our team in Los Angeles, CA. In this role, you'll support customers, helping... 

Honeywell

Sr Director Advanced Manufacturing Engineering Job at Honeywell

 ...THE BUSINESS Honeywell International Inc. (NYSE: HON) is a global technology and manufacturing company that invents and commercializes solutions to address some of the world's most critical challenges. With a diverse portfolio spanning multiple industries, Honeywell...