Description

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.


 

Education

Bachelor's degree