Operations Specialist - Securities Administration

WesBanco Bank, Inc. • Columbus, OH

1d • Onsite

About The Position

The Operations Clerk works as part of a team to track and record incoming business, create electronic and/or paper files, and record and submit required reports to management and the clearing firm. The position is also a support position for customer service and the investment advisors. Handling incoming calls and service issues in a prompt and courteous manner is an essential part of the clerk's duties, the ability to multitask across this range of tasks is critical.

Requirements

• Must be detail oriented and accurate.
• Must have excellent organization skills.
• Strong interpersonal and reasoning skills.
• Understanding of general accounting.
• Accurate keyboarding skills.
• Ability to work with deadlines.
• Ability to handle travel to assigned offices.
• Must possess proven sales skills, be proactive and generate opportunities.
• Proficient in Microsoft Office products.
• High School Diploma or GED.

Nice To Haves

• Clerical experience preferred.

Responsibilities

• Receives calls and handles issues from: customers, advisors, management, etc.
• Maintains knowledge of procedures and documents needed for account opening and editing.
• Processes required documents for incoming and outgoing advisors with insurance carriers and mutual fund companies.
• Compiles daily, monthly, and quarterly reports.
• Works with the rest of the team to meet departmental goals and create efficiencies where applicable.
• Provide exceptional customer service skills.
• Perform general administrative/clerical tasks.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED