Job Description:
Job Profile Name
- ALR-BD Ops Mail Imaging-Assoc II
Job Summary:
- This position is responsible for the daily administration of broker-dealer processing workflow. Required to scan paperwork and records and may also be involved in outgoing mail support.
- With minimal supervision, completes a range of imaging and document processing tasks.
Key Responsibilities:
- Record and update information on appropriate entry screens
- Verify daily input/output as assigned and clear or inform supervisor of records requiring special handling
- Organize complex documents/records to enable them to process through the system
- Assist in creating job aids
- Understands and achieves quality and timeliness expectations within specific areas of responsibility
- Performs peer spot-checks as needed
- Monitors and alerts coworkers and leaders of safety issues
- Assists and oversees other employees in setup and use of equipment
- Operates more complex equipment including mail metering machines, hand-held scanners, and imaging scanners
Supervisory Responsibilities:
- This job does have supervisory duties
- Preferred Qualifications:
Education and Experience
- College degree or an equivalent experience
- 0-2 years of experience preferred
Functional Skills
- Able to collect and organize materials
- Ability to verify accuracy of work using available computer tools and other resources
- Ability to verify accuracy of work for others in the unit
- Moderate knowledge of Microsoft Applications (Word, Excel, Outlook)
Key skills: Data entry and administration.