About the role
- Independently processing complex transactions supporting the movement of account assets and other fulfillment processing.
- End-to-end ownership of issue resolution, working across multiple operations and product specialists.
- Ensures procedures are clearly documented and up to date.
- Supports projects, initiatives, and preparing executive-level reports and presentations.
Requirements
- Previous Securities Industry experience is preferred.
- Basic understanding or knowledge of various Asset/Security Types both marketable and non-marketable assets/securities.
- Knowledge of consumer lending and regulations
- Bachelors-Degree or equivalent work experience.
- Health insurance
- retirement plans
- Paid time off
- Flexible work arrangements
- professional development
- opportunities to learn, grow, and make an impact
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
transaction processingissue resolutiondocumentationreport preparationpresentation skills
Soft skills
independencecross-functional collaborationorganizational skillsattention to detail
Certifications
Bachelor's Degree