Description

You will manage administrative workflows and ensure document accuracy within a financial services environment.

Responsibilities

• Process incoming and outgoing paperwork, including mail and facsimile communications.
• Verify inbound client documents for accuracy and note all account activities.
• Submit completed forms to the service center for final processing.
• Communicate with clients via written and verbal channels regarding paperwork requirements.
• Support client service associates and operational personnel with daily tasks.

Required Skills

• 5+ years of experience in operations or administrative support.
• Working knowledge of the financial services field.
• Proficiency in MS Word and database input.
• Ability to define, prioritize, and follow up on project activities.
• Strong analytical skills to break down complex data and problems into manageable parts.
• Effective written and verbal communication for client interaction.
• Capacity to manage multiple detailed tasks simultaneously.

Preferred Skills

• Bachelor's degree.

Key Skills

Education

Any Graduate