What are the responsibilities and job description for the Financial Service Representative position at Indotronix International Corp?
Job Details
- 2 years of recent administrative or client services experience within a professional office environment (not from healthcare)
- Experience working in banking or financial services
- Experience processing documents/ document management
- Strong data entry skills
- Reviews and approve client requests to transfer accounts to and from contra firms
- Routinely make phone calls to the contra firms regarding status of transfers
- Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents
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Salary : $20 - $23