JOB SUMMARY:
The Data Entry/Mailroom Operations Associate I process client requests accurately, efficiently, and in accordance with documented processes and procedures; provides exceptional service to our clients via phone and email; maintains documentation. Processes and reviews high volumes of standard tasks and transactions.
ESSENTIAL FUNCTIONS: Researches client account information to ensure accurate processing. Handles incoming and outgoing client correspondence in a timely and efficient manner. Indexes information into company systems based on set parameters for the incoming or outgoing request. Assists other members of the department in daily roles. Operates in a fast-paced environment and meets or exceeds pre-determined service levels. OTHER FUNCTIONS: Assists Team Lead and Supervisor with resolving client issues, research, and responding to colleagues' requests. Creates new processing actions from the scanning and indexing of physical and electronic documents. Prioritizes document requests that are expedited or otherwise urgent to meet client investment needs. Scans images/documents for new processing requests and stores documents in client account records. Performs other duties as assigned. QUALIFICATIONS:
Education and Experience:
High School Diploma or equivalent. Minimum 1 year of experience in the retirement and/or financial industries. TECHNICAL SKILLS Basic level proficiency in Microsoft Office. Intermediate 10 key skills. Able to type at least 45+ WPM preferred. BEHAVIORAL COMPETENCIES
In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
Time Management Organizational Skills Attention to Detail PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the Associate is regularly required to speak and hear. The Associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. About Equity Trust: Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
