What are the responsibilities and job description for the Document Review Specialist position at Hired by Matrix, Inc?
At-a-Glance:
Join a global financial institution as a Document Review Specialist in a dynamic and fast-paced environment.
Position Type:- Contract
- Hybrid
- Experience in financial services.
- Minimum of 1 year of financial operations experience or equivalent.
- 1 year of experience with rules and regulations governing bank and brokerage accounts.
- Strong analytical skills, including the ability to research, schedule, analyze, and present findings.
- Proven organizational skills with attention to detail.
- Strong computer skills (Word, Excel, Access, etc.).
- Must be a dynamic and self-starting individual, able to work independently or as part of a team.
- Support the new account opening process (both paper and online), stock plan activation, and account maintenance.
- Review paper and electronic applications to determine good order.
- Manually process applications as needed with speed and accuracy.
- Handle exception and reconciliation reports, and help execute risk controls.
- Quickly respond to related Operations and Customer Service inquiries.
- Work with various lines of business to identify fraudulent or high-risk new accounts.
- Process all work daily to maintain excellent service levels.
If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.
Salary : $24