salary: $20 - $20 per hour
work hours: 8:30 AM - 5 PM
education: High` School
Processes client transaction requests and reviews transactions for accuracy, completeness, and adherence to all internal and external regulations. (Ex: checks, withdrawals, changes to accounts).
Partners with Associates in working through complex processing issues to ensure timely completion.
Develops a working knowledge of processing systems, group policies and procedures.
Communicates with clients through outbound calls and written correspondence to clarify incomplete or invalid paperwork.
Understands and complies with the Securities and Exchange Commission (SEC) guidelines, and internal policies regarding client contact.
Maintains department standards for quality and productivity.
Works collaboratively with peers and management in a team environment.
Meets with Manager to discuss performance, business trends and issues impacting the Processing team.
Participates in special projects and performs other duties as assigned.
- Financial Reporting
- Journal Entries
- Loan Processing
- Word Processing
- Order Processing
- Technical Support
- Years of experience: 1 year
- Experience level: Entry Level
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