Record Keeping Specialist
Record Keeping Specialist needs 3-5yrs background in the financial services industry Record Keeping Specialist requires: transaction processing role within a back-end operations environment. Degree in finance, accounting combination of education and additional work background in a financial environment. Strong computer skills with the expertise to develop reporting and performance solutions Strong written and verbal communications Microsoft office Suite of Products, primarily Microsoft excel for complex calculations to process payments Expertise to balance math and accounting skills Expertise to support change, influence others and work as part of a team Understanding of all system applications used to process work Knowledge of /or background in applying Lean principles Record Keeping Specialist duties: Utilizes job aids or templates to create written communicationand may draft memos or emails to individual and institutional clients to obtain additional documentation required to process transactions. May also communicate verbally with clients as needed. Utilizes established procedures in order to meet or exceed the productivity and quality standards set forth by the department. Responsible for processing moderate to complex transaction in accordance to Plan and business rules. Serves as subject matter expert (SME) on and may facilitate small projects. performs testing on process improvements or implementations of new functionality. Recommends courses for remediation as identified. Involved in the day-to-day process of interpreting and applying company business rules that govern transaction processing.
Global Channel Management
September 21 on Get Administrative Assistant Jobs