Operations Support

Job Description:
Duties may include:

• Processing incoming and outgoing paperwork including mail and facsimiles
• Support client service associates and operational personnel
• Checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center
• Make outbound contact both in writing and verbally with clients concerning paperwork

Requirement:

• Ability to define and prioritize project activities and follow-up on project progress
• Strong written and verbal communication skills
• Strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input is essential
• Knowledge of financial services field
• Must be able to learn quickly and to engage in a number of detailed tasks at once.
• Must have strong flexibility in regard to the duties assigned and problem solving skills, be able to work independently.

Top Skills:

• Strong written and verbal communication
• Attention to detail
• Problem solver
• Demonstrates excellent attention to detail when analyzing or interpreting data.
• Displays well-developed ability to comprehend, reason and process complex data.
• Breaks down problems/issues into smaller, more manageable parts.
• Asks appropriate questions to source and validate data in order to support comprehensive analysis; consult subject matter experts where needed.
• Combines clear and appropriate escalation with suggestions on appropriate risk reduction strategies.
• Listens attentively, ask exploratory questions, and paraphrase.
• Bachelor's preferred but not required if significant experience