Duration: 12 + Months contract
Job Description:
Role will start onsite. After training, can go hybrid, 3 days onsite, 2 days remote.
Interview: 1 rounds of interviews on Zoom
The successful candidate will have 1-2 years’ experience in financial services or document processing. Prefer a 4-year college degree and an interest in career development.
Responsibilities:
· Processing incoming and outgoing paperwork including mail and facsimiles .
· support client service associates and operational personnel.
· checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center.
· make outbound contact both in writing and verbally with clients concerning paperwork.
Experience:
· Requires ability to define and prioritize project activities and follow-up on project progress.
· strong written and verbal communication skills, strong working knowledge, and proficiency in the appropriate computer programs such as MS Word and database input is essential, knowledge of financial services field
Skills:
· Must be able to learn quickly and to engage in a number of detailed tasks at once.
· Must have strong flexibility in regard to the duties assigned and problem-solving skills, be able to work independently.
Education:
· Bachelor degree is preferred.
