Account Services Ops (Max $22/hr W2)

Finance

BASIC:  Minimum of 1 year of financial operations experience or equivalent

SUMMARY

This position is in Account Services Operations, which primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance

RESPONSIBILITIES

Review paper and electronic applications to determine good order

Manually process applications as needed with speed and accuracy

Handle exception and reconciliation reports, and help execute risk controls

Quickly respond to related Operations and Customer Service inquiries

Work with various lines of business to identify fraudulent or high-risk new accounts

Process all work daily to maintain excellent service levels

PREFERRED

1+ years experience with rules and regulations governing bank and brokerage accounts

Bachelor's degree preferred

Experience creating DocuSign forms

Strong written and oral communication skills with a track record of excellent customer service

Strong analytical skills including ability to research, schedule, analyze and present findings

Proven organizational skills with attention to detail

Strong computer skills (Word, Excel, Access, etc.)

Must be a dynamic and self-starting individual, able to work independently or as part of a team

All your information will be kept confidential according to EEO guidelines.