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CD/IRA Operations Spec Decedent Accounts
| Company | U.S. Bank |
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| Location | St. Louis, MO, USA |
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| Salary | $20 – $26.39 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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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
