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Financial Operations Specialist
2 months ago
We are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Equiniti. This is a permanent, full-time role that will be fully onsite in our office.
Key Responsibilities- Customer Service: Provide exceptional internal and external customer service, responding to inquiries and resolving issues in a timely and professional manner.
- Document Review: Review and process time-sensitive and complex documents, ensuring accuracy and attention to detail.
- Procedure Development: Develop and revise departmental procedures to improve efficiency and effectiveness.
- Interdepartmental Coordination: Coordinate with other departments to resolve issues and improve communication.
- Mail and Inventory Management: Sort and deliver incoming mail, manage internal mail runs, and maintain inventory of supplies.
- Certificate Management: Identify, cancel, and destroy certificates as needed.
- Internal Requests: Handle internal customer requests and provide support as needed.
- Supply Chain Management: Order and manage inventory of supplies, including Central Supplies.
- Mail Processing: Process outgoing mail using USPS, FedEx, and UPS.
- Education: High school diploma or equivalent GED.
- Experience: 18+ months of experience in customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center.
- Skills: Strong attention to detail, ability to work independently and multi-task, intermediate knowledge of Microsoft Office Suite, excellent verbal and written communication skills, organization, time-management, and prioritization skills, and team player with strong relationship-building skills.
We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex, parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.