This 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
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)
| Location | Pittsburgh, PA |
| Salary | $24.23–$29.23 Per Hour |