Description

Manage daily broker-dealer processing workflows and document imaging for efficient system operations.

This role is on-site.

Responsibilities

• Record and update information across entry screens to maintain data integrity.
• Scan paperwork and records using imaging scanners and hand-held devices.
• Verify daily input/output accuracy and escalate records requiring special handling.
• Organize complex documents to ensure efficient system processing.
• Perform peer spot-checks and assist in creating job aids.

Required Skills

• 2+ years of data entry and administration experience.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Experience operating imaging scanners and mail metering equipment.
• Ability to collect and organize physical materials.
• Capacity to verify accuracy of work using computer tools and resources.
• Ability to verify the accuracy of work performed by others.

Preferred Skills

• Bachelor's degree or equivalent experience.

Key Skills

Education

Bachelor's degree