Data Entry / Clerical
Our client, Empower Retirement, is seeking a contract IRA Operations Representative to support the day to day account processing including return mail. This is a two month contract position with the possibility of extension during the busy season.
Under direct supervision, processes cash, new account setup and/or disbursements for the Mutual Fund IRA line of business.
This clerical role will be processing 100 - 120 items daily.
Duties, Responsibilities & Essential Functions: Processes cash, new account setup and/or disbursement transactions for the Mutual Fund IRA line of business. Works closely with senior level associates and quality coordinators to resolve issues related cash/applications transactions. Defers more complex issues to senior associates or department management. Reviews paperwork and application data in operations systems. Ensures completeness of paperwork based on department procedures. Assists with coordinating processing related issues with operations and sales call centers. Performs daily transaction audits and report reviews. Assists with additional ad-hoc processes as they relate to the department.
Other Preferred Qualifications: Basic Microsoft Office knowledge. Ability to type 30 words per minute. Strong attention to detail. Ability to multi-task and prioritize workload. Ability to collaborate and work with teammates to accomplish daily deliverables. Excellent communication and organizational skills. Ability to coordinate and complete multiple tasks within assigned deadlines which include many same day processes. Ability to quickly learn a variety of unfamiliar subjects. Must be able to work independently on operational tasks. Works with Service, Sales, and internal business partners.
Data entry 8,000 kph with 98% accuracy
Financial Services industry background preferred
Operations background a plus
Please submit your MS Word resume with your application.
Related terms: data processor, document management, operations specialist, clerk, implementation, new accounts, onboard
Corestaff Services is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. Corestaff Services is not associated with Core Staffing Services, Inc. which operates in the New York metro area.