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    Operations Specialist I - Pittsburgh, United States - LanceSoft

    LanceSoft
    LanceSoft Pittsburgh, United States

    2 weeks ago

    Default job background
    Description
    Onsite training for first 2 weeks Hybrid schedule post training (3 days onsite) - flexible Work schedule hours - 8 to 4:30 during training, shifts may start at 7:30 am post training

    Job 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 tasksSkills 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

    Notes:

    • Working within tax department
    • Looking for candidates with good data management skills
    • Must be able to manage high volume - good time management skills
    • Able to interpret notifications and work through certified mail
    • Excel is used heavily - must be proficient
    • Financial background is not required, but helpful
    • Data management background is required
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