-Support of return mail process including: -Coordination of storage of all undeliverable mail -Documentation of process and procedures for return mail process -Respond to requests from Call Center related to Stock Plan participant’s Statements and Tax Slips -Review, print and mail physical documents (statements, tax forms, etc.) for Stock Plan participants who are unable to access the website -Assume all operational processes associated with assigned plans, as applicable. -Participate in daily team huddles and provide updates. -Learn, Understand & Support UDL lookup and account updates -Participate in Quarterly Statement Review -Assist with large volume adjustment efforts related to trades and/or dividends -Assist in other Special Processing functions as required.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed