Operations

• Review/validate data and accurately enter and verify information in the Record Keeping System including: Participant Census, Advisor Assignment, Investment Elections, Beneficiary Elections, Scheduled Transactions & Participant Level Billing
• Review and validate data and accurately enter transactions in the Record Keeping System including: Rebalances, Realignments & Fund Transfers
• Review and validate data and accurately enter and verify custodial account information including: Participant Account Opening, Fund Additions & Advisor Assignment
• Index initial forms received and place into queues for processing
• Verify signatures, document revision date, and complete OFAC/CIP verification as needed
• Internal and External follow-up with any correspondence needed for missing information
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates as well as external clients
• Maintain a high level of accuracy and attention to detail while processing and reviewing all required tasks
• Define areas for process improvements, and gaps in knowledge for team training
• Perform other duties and responsibilities as assigned

Operations Analyst

President – Integrator, Operations Leader

Director, IT Operations

Senior Director, Global Head – Biomarker & Diagnostic Operations, Oncology

Senior Director, Global Head – Biomarker & Diagnostic Operations, Oncology

Operations Specialist II