Job Description:
This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional work performed supports processes related to Account Openings, KYC, Securities Processing, Various Cash Activities, Fees, Tax, Mortgage and Loan Origination/Advances/Payments, Deposits, Accounting, Reconciliations, Records Management and Account Closings.
Key Responsibilities Include:
Data entry and review of sensitive client information across multiple systems and processes
Document management including scanning, filing, vault maintenance
Processing of incoming and outgoing mail which includes checks, proxies, loan documentation, statements and various client communications.
Various project support tasks
Skills Required:
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.
Additional Information:
Duration: 6 month contract opportunity
Onsite Work Model: 5 days onsite required weekly in Pittsburgh, PA
Rate Range: $21/hr. W2
Numbers & Facts
Location
Pittsburgh, PA
Skills
Bank Managementunmatched
Customer Relationsunmatched
Customer Service Systemsunmatched
Customer Support/Serviceunmatched
Data Entryunmatched
Data Processingunmatched
Detail Orientedunmatched
Document Managementunmatched
Establish Prioritiesunmatched
Investment Managementunmatched
Know Your Customer (KYC)unmatched
Loan Documentsunmatched
Loan Originationunmatched
Loansunmatched
Microsoft Officeunmatched
Microsoft Product Familyunmatched
Mortgage Lendingunmatched
Multitaskingunmatched
Operational Supportunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Reconciliationunmatched
Records Managementunmatched
Securitiesunmatched
Team Playerunmatched
Time Managementunmatched
Writing Skillsunmatched
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