Settlement Specialist

3 weeks ago

minneapolis, United States Finance Professionals Inc. Full time

Contract Duration:12 months

Location: Hybrid, 3 days in office | Minneapolis , Minnesota


Daily Responsibilities:


Project name/description : Playbacks

As a Product Specialist, you will be the dedicated resource for reviewing client confirmation notices, within the Advisory Programs team. In addition, you will assist with daily advisory oversight process and other projects as needed. Your attention to detail and ability to react quickly to challenges will be instrumental in ensuring successful correspondence with clients.

If you have exceptional attention to detail, enjoy fast paced challenging work, and are looking for the next step in your career, we want to hear from you


What will you do?

• Complete thorough reviews of client confirmation notices for accuracy in a timely manner

• Interact with internal and external parties to verify and update information.

• Create client letters based on data form internal applications

• Identify challenges & defects and collaborate with internal partners to resolve them

• Other projects as assigned


Must-have Skills/Experiences and/or Education, certifications, qualifications, designations:


4-year degree from an accredited university (or equivalent) OR High school diploma (or

equivalent)

3 years of job-related experience

Strong attention to detail and time management skills

Demonstrated ability to learn new technology, critical thinking skills required to support

escalated issue resolution and/or oversight requirements associated with exception-based complex

processes

Exceptional interpersonal, verbal and written communication skills, with an ability to work

effectively with all levels of staff and management

Proficient computer skills in Microsoft-based software products including Word, Excel, Outlook, and Access


Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:


Previous experience with document reviews

Previous experience in the securities, banking or finance industry preferred

Knowledge on SQL, Tableau, Envestnet and Tableau is preferred

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