Description

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


 

Education

Any Graduate