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Bill Pay/Asset Delivery Operations Associate
1 month ago
JOB SUMMARY:
The Operations Associate II, Bill Pay/Asset Delivery processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email; processes and reviews complex tasks and transactions in high volumes; maintains documentation.
ESSENTIAL FUNCTIONS:
- Reviews and processes distributions, bill pays, and internal movements accurately and in accordance with client instructions and approved procedures
- Processes transactions efficiently and manages time to meet or exceed the team productivity target
- Sets up/updates/cancels recurring payments per client request
- Executes call back procedures to provide consistent, high-quality service to our clients
- Assists colleagues across the organization to resolve client issues
OTHER FUNCTIONS:
- Assists Team Lead and Supervisor with performing research and responding to colleagues’ requests
- Responds to inquiries from internal and external sources via e-mail and telephone
- Collects outstanding fees from clients
- Performs other duties as assigned
QUALIFICATIONS:Education and Experience:
- High school diploma or equivalent
- Minimum 1 year of experience in the retirement and/or financial industries
PROFESSIONAL CERTIFICATION(S):
- None required
TECHNICAL SKILLS
- Basic level proficiency in Microsoft Office
- Intermediate 10 key skills
- Able to type at least 45+ WPM preferred
BEHAVIORAL COMPETENCIESIn addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
- Attention to Detail
- Time Management
- Written and Verbal Communication
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the Associate is regularly required to speak and hear. The Associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
About Equity Trust:
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.