ACCOUNT REPRESENTATIVE/APPLICATION PROCESSOR

Hybrid in Pittsburgh, PA

Immediate opening in downtown Pittsburgh, PA with one of the largest Investment & Financial Services corporations in the world.

PLEASE REVIEW REQUIREMENTS CAREFULLY:

· 2-3x a week in office, the rest remote

· Must be willing to work hybrid

· Previous financial services, banking operations, account administration, account opening, portfolio administration or back office client support is required

· Recent college graduates are welcome to apply

· Must be organized, willing to learn and be able to work independently

· Previous financial operations experience is required (not if you are a recent college graduate)

ADDITIONAL DETAILS:

· Location: Pittsburgh, PA

· Duration: 3-6 Months Project

· Hourly Pay: $21.40/hr

· Description:

This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional work performed supports processes related to Account Openings, KYC, Securities Processing, Various Cash Activities, Fees, Tax, Mortgage and Loan Origination/Advances/Payments, Deposits, Accounting, Reconciliations, Records Management and Account Closings.

Key responsibilities include:

• Data entry and review of sensitive client information across multiple systems and processes
• Document management including scanning, filing, vault maintenance
• Processing of incoming and outgoing mail which includes checks, proxies, loan documentation, statements and various client communications.
• Various project support tasks

Skills Required:

• Strong attention to detail with ability to process critical data accurately and timely.
• Excellent client service skills using both written and oral communication
• Experienced user of Microsoft Office products.
• High organizational ability while being able to prioritize multiple tasks in a changing environment.
• Ability to work in a fast-paced, deadline-driven environment with a sense of urgency.
• Ability to work independently and in a team setting.

Job Types: Contract, Temporary

Pay: $21.40 per hour

Benefits:

• 401(k)
• Health insurance
• Life insurance

Weekly schedule:

• Monday to Friday

Work setting:

• Hybrid work

Experience:

• Financial or Banking Operations: 2 years (Required)
• Investment Services/Operations: 2 years (Required)

Ability to Commute:

• Pittsburgh, PA 15219 (Required)

Work Location: Hybrid remote in Pittsburgh, PA 15219