Financial Representative

VOLT•Pittsburgh, PA
•Onsite

About The Position

Volt is immediately hiring an Financial Representative in Pittsburgh PA. As a Financial Representative you will assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account.

Requirements

  • Strong attention to detail with ability to process critical data accurately and timely.
  • Excellent client service skills using both written and oral communication
  • Experienced user of Microsoft Office products.
  • High organizational ability while being able to prioritize multiple tasks in a changing environment.

Nice To Haves

  • Degree in Accounting/Finance/Mathematics/Economics/Statistics would be highly preferred.
  • 0-2 years of financial domain experience would be great to have.

Responsibilities

  • Data entry and review of sensitive client information across multiple systems and processes
  • Document management including scanning, filing, vault maintenance
  • Processing of incoming and outgoing mail which includes checks, proxies, loan documentation, statements and various client communications.

Benefits

  • health
  • dental
  • vision
  • term life
  • short term disability
  • AD&D
  • 401(k)
  • Sick time
  • other types of paid leaves (as required by law)
  • Employee Assistance Program (EAP)
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