Top Skills:
- Detail Oriented
- Methodical
- Strong Communicator
Preferred Skills:
- Good excel skills
- Able to manage/analyze data sets and produce reports (ability to create macros will be nice to have)
- Strong communication skills
- Able to host calls and coordinate effectively across multiple teams
- Attention to detail/organized
- Great Team Player
Duties may include:
- 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
- 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, MS Excel and database input is essential, knowledge of financial services field
- 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.