Financial Operations Support

Duties

• 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

Requirements

• 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 Excel, 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, and be able to work independently