Related skills
microsoft excel microsoft outlook microsoft word ach dtc📋 Description
- Identify corporate events affecting client stock records.
- Notify Financial Advisors of reorg elections and track responses.
- Post and validate payments and stock entries per elections.
- Reconcile daily settlement and related reports.
- Answer branch inquiries and resolve processing issues.
- Update notices and track elections via BetaLink for actions.
🎯 Requirements
- High School diploma or equivalent.
- Proficient computer skills; MS Outlook, Word, Excel.
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication; customer service.
- Ability to troubleshoot independently.
- Ability to maintain regular attendance and confidentiality.
🎁 Benefits
- Medical, Dental and Vision coverage.
- 401(k) and ESOP contributions.
- Generous paid leave (sick/vacation/maternity).
- Paid holidays.
- Professional development opportunities.
- Tuition reimbursement up to $15,000 lifetime.
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