Platform Support Specialist/Statement Processor

Argent Financial Group • Birmingham, AL

4d

About The Position

The Platform Support Specialist / Statement Processor is primarily responsible for building statement layouts and processing, reconciling, and distributing client statements produced on the AddVantage system. This role supports the FIS AddVantage Trust System and Web Portal, FIS Investor’s View, Envestnet Trading Platform and Web Portal, DocuSign, and LexisNexis.

Requirements

• Strong interest in becoming highly proficient with the FIS (SunGard) AddVantage system
• High attention to detail with strong analytical, research, and communication skills
• Comprehensive understanding of accounting principles
• Ability to prioritize tasks, work independently, and meet objectives with minimal supervision
• Proven ability to identify, investigate, and resolve statement and system issues

Nice To Haves

• Basic knowledge of financial markets and investments preferred
• College degree in Computer Science or business-related field preferred or Two years’ related experience or Equivalent combination of education and experience.

Responsibilities

• Prepare, verify, and distribute monthly and periodic statements to Argent clients.
• Maintain organized records, ensure data integrity, and support reporting needs.
• Investigate and resolve statement discrepancies and system and statement related issues.
• Assist the Platform Support team with user access maintenance and reporting as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree