Mail Operations Representative
| Company | Ascensus |
|---|---|
| Location | Kansas City, MO, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Associate’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Associate’s or Bachelor’s Degree preferred
- 6 months experience in a professional work environment preferred
- A team player with a strong analytic mindset with advanced problem solving, organizational and communication skills
- Detail oriented, PC/keyboard proficient, flexible, self-motivated, ability to multitask and work well under pressure
- Prior financial service industry experience or Cashiering/Reconciliation experience
- Series 6 and 63 licenses are preferred
Responsibilities
- Meet and/or exceed department standards for productivity and quality
- Review financial vouchers ensuring all batches are in good order within proprietary systems.
- Utilize remote check deposit software to transmit time sensitive checks to the bank.
- Sort and prepare incoming mail based on plan, transaction type and documented procedures.
- Scan and archive prepared batches.
- Utilize document capture and storage applications to process requests.
- Demonstrate flexibility and team-oriented attitude in support of 529 plan business.
- Provide exceptional client service skills.
- Demonstrate strong problem resolution skills.
- Solid organizational and communication skills with strong attention to detail.
- Complete core corporate training and develop solid knowledge of systems.
- Self-motivation to consistently improve job knowledge to advance service capabilities.
- Stay up-to-date on 529 and financial services industry knowledge in support of clients.
- Provide suggestions on how to improve quality and/or productivity.
- Demonstrated ability to prioritize work ensuring high priority tasks are completed within a timely matter amongst a team environment
- Willingness to assist other functional areas.
- Be a willing participant or take ownership of projects assigned to unit.
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- Assist with other tasks and projects as assigned
Preferred Qualifications
- Associate’s or Bachelor’s Degree preferred
- 6 months experience in a professional work environment preferred
- Series 6 and 63 licenses are preferred