Operations Specialist (Level III)

Iconma Portal•Pennington, NJ

3d•Onsite

About The Position

The Operations Specialist (Level III) is responsible for standard transaction and fulfillment processing, including moving assets into and out of accounts. The role processes mail, including deposits, and provides quality service and operational support to internal business partners and external clients. The position operates with a standard level of independence and escalates complex issues to leadership to minimize risk. The role also handles standard transaction processing and reconciliation according to written guidelines and procedures, responds to client inquiries through multiple channels, and conducts basic research and follow-up to resolve routine requests. It provides general operational support, including sorting and distributing mail, and requires a professional presence and professional email communication.

Requirements

Attention to detail to ensure accuracy.
Effective written communication skills.
Accountability for completing requests in their entirety.
Analytical thinking and the ability to analyze situations and make quick decisions independently.
Ability to work independently with minimal supervision and guidance.
Ability to understand systems and conduct effective research.
Ability to detect potential risks.
Professional presence and professional email communication.
Familiarity with Microsoft Outlook and Word.

Responsibilities

Process standard transactions and reconciliations according to established written guidelines and procedures.
Process mail, including deposits, and sort and distribute mail.
Respond to client inquiries through multiple channels to support operational efficiency and quality client service.
Conduct basic research and follow-up, and resolve routine research requests.
Identify potential issues in daily operational tasks and escalate risk concerns as needed.
Provide operational support to internal business partners and external clients.
Escalate complex issues to leadership to minimize risk.
Respond to emails in a professional manner.