Decedent Solutions Associate

Decedent Solutions Associate

Requirements

• Knowledge of general office practices and procedures.
• Proficiency in Microsoft Word, Access, Excel, and Outlook to create/update documents, reports, spreadsheets.
• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Problem solving and analytical skills sufficient to assess client issues and accurately provide resolutions.
• Ability to communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.
• Ability to acquire and maintain new knowledge in an ever-changing regulatory environment.

Responsibilities

• Processes financial transactions accurately.
• Assist with various requests for information, referring more complex matters to colleagues.
• Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
• Carry out standard customer service activities and handle simple customer inquiries.
• Maintain files and records.
• Organize own work schedule each day in line with changing priorities.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Preferred Qualifications

No preferred qualifications provided.