Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures including escalation when necessary
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Requirements
Proficiency in Microsoft Excel
Ability to pick up new concepts and routines quickly
Ability to learn how to research more complex issues and make connections to processes across the department
Excellent written and verbal communication skills
Strong work ethic and ability to quickly process large amounts of data
Previous experience in financial services, especially within operations
Basic understanding of investment income
Benefits
health insurance
retirement plans
paid time off
flexible work arrangements
professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Microsoft Exceltransaction processingreconciliationdata processinginvestment income
Soft skills
communication skillswork ethicability to learn quicklyproblem-solvingprocess improvement