Job TitleThis role will assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account. The functional work performed supports processes related to Account Openings, Contract/Client Agreement management, Records Management and large complex projects. Review and approve documentation and information related to new account requests and account maintenance events Data entry and review of sensitive client information across multiple systems and processes Document management including systemically reviewing, identifying, and notating according to new document management directives Various project support tasks
Qualifications:
  • Strong attention to detail with ability to process critical data accurately and timely
  • Excellent client service skills using both written and oral communication
  • Experienced user of Microsoft Office products
  • High organizational ability while being able to prioritize multiple tasks in a changing environment
  • Ability to work in a fast-paced, deadline-driven environment with a sense of urgency
  • Ability to work independently and in a team setting
  • Rate Range: 24.23-29.23/HR (negotiation expected)

Also on the board Same function, level within a rung

Level

Junior

Location

Pittsburgh, PA

Occupation

Financial Clerks, All Other

Industry

Document Preparation Services

Posted

2 days ago

Apply for this role →