Computer Skills, Customer Service Operations, Customer Support/Service, Data Entry, Detail Oriented, Diversity, Documentation Review, Financial Operations, Information Technology Consulting, Information/Data Security (InfoSec), Management of Information Systems/Technology (MIS), Microsoft Access Database, Microsoft Excel, Microsoft Word, Operational Support, Organizational Skills, Performance Tuning/Optimization, Project/Program Management, Short Messaging Service (SMS), Speech Technology, Stock Purchase Plans, Team Player
- Hybrid
SUMMARY
This position is in Account Services Operations, which primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance
RESPONSIBILITIES
- Review paper and electronic applications to determine good order
- Manually process applications as needed with speed and accuracy
- Quickly respond to related Operations and Customer Service inquiries
- Process all work daily to maintain excellent service levels
BASIC
- Minimum of 1 year of financial operations experience or equivalent
PREFERRED
- 1+ years' experience with data entry and documentation review
- Bachelor's degree preferred
- Familiarity with DocuSign
- Proven organizational skills with attention to detail
- Strong computer skills (Word, Excel, Access, etc.)
- Must be a dynamic and self-starting individual, able to work independently or as part of a team
E*TRADE from *** is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.
About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at
businessexcellence@aptask.com
.
Applicant Consent:
By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.