CD/IRA Operations Spec Decedent Accounts

CD/IRA Operations Spec Decedent Accounts

Requirements

• High school diploma or equivalent
• Four or more years of related experience

Responsibilities

• Performs a variety of operational duties within an assigned area of Investment Operations
• Researches and resolves operational and/or accounting exceptions
• Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers
• Ensures the accuracy of account statements and information
• Verifies account entries, ensures totals balance and prepares correcting adjustments as needed
• Ensures that all documentation requirements are satisfied
• Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.

Preferred Qualifications

• Advanced knowledge of the investment operations within the assigned area
• Thorough knowledge of the computer applications used in the assigned area
• Strong ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to operate various types of office equipment
• Strong customer service and relations skills
• Ability to identify and resolve/escalate problems
• Advanced mathematical and/or accounting skills
• Good data entry skills
• Effective verbal and written communication skills