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 vary throughout the year, primarily focusing on the processing of client transactions. The processing tasks can be categorized into two main types: Core and Complex.
CORE Processing entails handling address and profile updates, uploading various agreements, and performing R+D calculations.
COMPLEX Processing involves managing financial beneficiary movements, establishing new accounts, and dealing with intricate asset allocations.
*Candidates should be adept at interpreting and analyzing substantial amounts of written information. There will be minimal phone interaction (approximately 10% of the time). The role requires proficiency in navigating multiple systems daily and processing activities originating from phone, web, and paper sources. Candidates will manage a significant volume of activities each month.
Key Responsibilities:
• Evaluate transaction requests and authorizations, ensuring timely and accurate processing while adhering to departmental standards for productivity and quality.
• Monitor responses to client inquiries to create guides that facilitate quick 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 comprehend business processes and service requirements thoroughly.
• Communicate with clients, either verbally or in writing, as necessary.
Essential Qualifications:
Proficient Analytical/Data Entry Skills Minimum of 1 year experience in Data Entry/Administrative roles Excellent written and verbal communication abilitiesEmployment Type:
This position is Contract-to-Hire with a duration of 6 months.
Work Environment:
This role is situated in a call center environment, working alongside a team of 15 within a larger department of approximately 100 personnel. Standard shifts 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 new opportunities. Our team of 80,000 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 with innovative leaders to drive change. This is the essence of true partnership. TEKsystems is part of the Allegis Group.
We are 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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