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The key responsibilities of the role include:
Under direct supervision responsible for handling and processing of routine transactions such as transactions processing, document processing, investor services,, opening new business and maintaining and reviewing documentation on existing accounts.
Responsible for new client account verification and executing account changes and maintenance (address changes, dividend options, payment options).
It is an entry level position with opportunity to develop professionally.
Handling transactions for deposit products including, transaction processing, and document processing.
Processing of new business accounts, maintaining and reviewing documentation
Responsible for identifying and resolving problems within established guidelines
Expected to use some initiative but refer more complex problems to supervisors/experts
Works effectively as a team member but also independently
Knowledgeable of the core aspects of the job
Working towards becoming proficient in all areas of the job
Running and creating formal reports
Company provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Company partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.
The successful candidate will benefit from having:
High School Diploma OR GED and/or some relevant work experience is preferred Good oral and written communication skills are required.
Basic understanding of banking procedures is preferred
Attention to detail.
Analytical and problem solving skills are required
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