Job Title

Job TitleAdministrative and Processing Support AssociateDaily ResponsibilitiesA typical day for this role involves using various applications and tools to verify, validate, and process requests that come through different channels such as emails, forms, and internal applications. The role is a combination of administrative work and processing tasks.Certain work queues and volumes have different SLA (Service Level Agreement) expectations, so the candidate is expected to become comfortable prioritizing tasks accordingly once fully trained.Technology & Tools UsedThe candidate will be using the following tools and technologies:Microsoft Word, Excel, and Access Database(Advanced Excel and Access skills are highly beneficial for pulling and manipulating exported reports.)A+ Desktop (web-based applications)Client SourceServicelink & ServicelinkPlusBTSBroadridge SystemWhile prior experience with internal systems is not required, strong proficiency in Microsoft Excel and Access is essential.Must-Have Skills, Experience, and EducationPost-secondary education (College or University) idealStrong written and verbal communication skillsAbility to manage multiple priorities in a fast-paced, deadline-driven environmentAbility to maintain composure and perform well under pressureAbility to work independently or as part of a teamNice-to-Have Skills, Experience, and Education2 years of job-related experienceAdvanced experience with Excel and Access Database, including data manipulationFinancial knowledge and/or experience in Wealth ManagementSoft Skills & Core CompetenciesTeamworkTime managementProblem-solvingAdaptabilityEmpathyCreativityCommunicationAttention to detailOrganizationComputer literacyData entry and managementConfidentialityAnalytical skillsCritical thinkingExcellent work ethicBusiness etiquetteWritten and verbal communication is particularly important, as the candidate will regularly engage with different teams, departments, and business partners.