Salary
💰 $25 - $37 per hour
About the role
- Responsible for moderately complex transaction processing and reconciliation with medium to large monetary impact
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
- Proactively identifies risk and opportunities for process improvements based on understanding of how the work impacts other operational units
- Responsible for daily settlement of option exercise, restricted and performance lapses, and employee stock purchases plan events
- Responsible for the quality control review of key recordkeeping and administrative activities
Requirements
- 3+ years experience in Financial Services
- Strong oral and written communication skills
- Must be able to work independently and part of a team
- Exceptional follow up and follow through skills
- Must be Detail Oriented
- Self-Motivated
- Proficient in MS Office
- Health insurance
- Access to paid time off
- Resources and support to make a genuine impact
- Support to contribute to the sustainable growth of our business and communities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
transaction processingreconciliationanalysisrisk identificationprocess improvementsettlementquality controlrecordkeepingadministrative activities
Soft skills
oral communicationwritten communicationindependenceteamworkfollow upfollow throughdetail orientedself-motivated