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Data Entry Specialist

2 months ago

Westlake, Ohio, United States Equity Trust Full time
Job Overview

The Operations Associate II plays a critical role in the efficiency and accuracy of our operations. This individual will process client requests, maintain document management, and ensure the security of physical and electronic documents.

Responsibilities & Duties
  • Operate in a fast-paced environment to meet or exceed service levels, ensuring timely processing of client requests.
  • Verify data accuracy through thorough checks, guaranteeing efficient and streamlined operations.
  • Pick up all incoming mail at the post office, sort, and maintain statistics of volumes.
  • Process client correspondence in a timely and efficient manner, forwarding when necessary.
  • Categorize high volumes of incoming checks based on asset and income type, scanning into the workflow system.
  • Research client account information to ensure accurate processing of request documents, including account openings, maintenance, and distributions.
  • Index required information into the workflow system based on specific parameters for each form type, department, and line of business.
  • Manage assigned email or fax lines, initiating workflow or adding documents into existing work items for processing.
  • Review, file, and safely keep original documents and assets on behalf of clients, ensuring organization, accuracy, and current documentation.
  • Assist with safekeeping vault inventory process yearly, fulfilling custodial responsibilities for adequate oversight and recordkeeping of documents and assets held.
  • Scan images/documents for storage into client electronic account records.
  • Operate multiple mail machines, including openers, postage meters, and folder/inserter machines.
  • Assist Team Lead and Supervisor with resolving client issues, research, and responding to colleagues' requests.
  • Prioritize document requests that are expedited or otherwise urgent to meet client investment needs.
  • Assist other departments as needed.

Qualifications:

  • High School Diploma or equivalent required.
  • Associate's degree preferred.
  • Minimum 1 year of data entry and/or document management experience preferred.
  • Minimum 1 year experience in a fast-paced, customer-driven environment preferred.

Professional Certifications:

  • None required.

Cultural Competencies:

  • Customer Focus | Communicates Effectively.
  • Optimizes Work Processes | Self-Development.

Physical Demands/Work Environment:

This job operates in a professional office environment and 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, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.