Job description

- Hybrid: current temps are in the office 2-3 days a week and are remoting in the other days

** This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of engagement, and provide proof of such vaccination(s) within 3 days of commencement of services. **

Top 3 Skills

• Detail oriented
• Willingness to learn
• Time management skills

This position is in Account Services Operations, which primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance.

Responsibilities:

• Review paper and electronic applications to determine good order, manually process applications as needed with speed and accuracy, handle exception and reconciliation reports, and help execute risk controls.
• Quickly respond to related Operations and Customer Service inquiries, work with various lines of business to identify fraudulent or high-risk new accounts.
• Process all work daily to maintain excellent service levels

Basic requirements:

• - Minimum of 1 year of financial operations experience or equivalent (Preferred),
• - 1+ years’ experience with rules and regulations governing bank and brokerage accounts.
• - Education: Bachelor's degree preferred.
• - Experience creating DocuSign forms, strong written and oral communication skills with a track record of excellent customer service.
• - Strong analytical skills including ability to research, schedule, analyze and present findings, proven organizational skills with attention to details.
• - Strong computer skills (Word, Excel, Access, etc.)

Job Types: Full-time, Contract, Temporary

Pay: $22.96 per hour

Schedule:

• 8 hour shift
• Day shift

Education:

• Bachelor's (Preferred)

Experience:

• DocuSign: 1 year (Required)
• Governmental accounting: 1 year (Required)
• Regulatory reporting: 1 year (Required)

Work Location: One location

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