Operations Associate II
About The Position
As an Operations Associate II, you will be the dedicated resource for the new Document Processing team. Your ability to adapt and extraordinary critical thinking skills will be instrumental in providing support for the implementation of the AOS platform. With the Document Processing team, you will have the opportunity to learn and grow new skills, develop your career and do work that matters in an ever-evolving environment. If you have exceptional attention to detail, enjoy fast paced challenging work, and are looking for the next step in your career, we want to hear from you!
Requirements
- 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience
- Demonstrated ability to learn new technology, critical thinking skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes
- Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
- Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management
- Proficient computer skills in Microsoft-based software products including Word, Excel, Outlook, and Access
Nice To Haves
- Experience within the document review
- Previous experience in the securities, banking or finance industry preferred
- Ability to integrate Excel and Access databases into daily work
- Knowledge on Broadridge is preferred
Responsibilities
- Provide second to none customer service to our clients via email and phone interactions
- Process requests via Salesforce, Workflow and AOS Docupace
- Complete daily reports that support Document Processing
- Attention to Detail: Ensure all tasks, documents, and communications are executed with precision, minimizing errors and maintaining high-quality standards
- Risk Identification: identify inconsistencies, or red flags in requests, processes, or documentation
Benefits
- We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
- We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
