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