Financial Operations Specialist
2 weeks ago
Job Title: Financial Operations Associate
Job Overview
We are seeking skilled associates to assist in our client's Retail Asset Management division. The nature of the tasks will fluctuate throughout the year, primarily focusing on the execution of client transactions. The processing activities can be categorized into two distinct types: Core and Complex.
CORE Processing encompasses tasks such as updating client profiles, uploading various agreements, and performing R+D calculations.
COMPLEX Processing involves managing financial beneficiary transfers, establishing new accounts, and handling intricate asset allocations.
*Candidates should be adept at comprehending and analyzing substantial amounts of written information. Minimal phone communication will be required (approximately 10% of the role). The position necessitates proficiency in navigating multiple systems throughout the day and processing activities originating from phone, web, and paper sources. Candidates will engage in an average of activities monthly.
Key Responsibilities:
• Evaluate transaction requests and authorizations, ensuring timely and precise reconciliation of transactions while adhering to departmental productivity and quality standards.
• Monitor responses to client inquiries to create guides that facilitate the swift resolution of recurring issues.
• Undertake initiatives to enhance business processes, improve the timing and quality of client transactions, and elevate the level of support provided.
• Strive to learn and comprehend business processes and service requirements.
• May engage in verbal or written communication with clients.
Essential Qualifications:
Proficient Analytical/Data Entry Skills Minimum of 1 year of Data Entry/Administrative Experience Strong written and verbal communication abilitiesEmployment Type
This is a Contract-to-Hire role with a duration of 6 months.
Work Environment
The position is situated in a call center environment, collaborating within a team of 15, while the department comprises around 100 individuals. Standard working hours are Monday to Friday, 8am-4:45pm, with potential for Sunday overtime (4 hours).
About TEKsystems:
We are partners in transformation, assisting clients in activating ideas and solutions to seize opportunities in a new world. Our team of 80,000 professionals collaborates with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe, and Asia. As a leader in Full-Stack Technology Services, Talent Services, and real-world application, we work alongside progressive leaders to drive change. This is the essence of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.
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