Brokerage Operations Support (Max $20/hr W2)

Lenmar Consulting Inc. • Baltimore, MD

4h

About The Position

This position involves processing various incoming and outgoing paperwork, including mail and facsimiles. The role provides support to client service associates and operational personnel. Key tasks include checking inbound client documents for accuracy, meticulously notating all account activities, and submitting precise forms for final processing to the service center. Additionally, the role requires making outbound contact, both in writing and verbally, with clients regarding paperwork. The ideal candidate must be able to define and prioritize project activities, follow up on project progress, and possess strong written and verbal communication skills. Proficiency in computer programs such as MS Word and database input is essential, along with knowledge of the financial services field. The individual must be a quick learner, capable of managing multiple detailed tasks simultaneously, demonstrate strong flexibility in assigned duties, possess problem-solving skills, and be able to work independently.

Requirements

• Ability to define and prioritize project activities and follow-up on project progress
• Strong written and verbal communication skills
• Strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input
• Knowledge of financial services field
• Ability to learn quickly
• Ability to engage in a number of detailed tasks at once
• Strong flexibility in regard to the duties assigned and problem solving skills
• Ability to work independently

Responsibilities

• Processing incoming and outgoing paperwork including mail and facsimiles
• Support client service associates and operational personnel
• Checking inbound client documents for accuracy
• Notating all activities on the account
• Submitting accurate forms for final processing to service center
• Make outbound contact both in writing and verbally with clients concerning paperwork

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed