Operations Associate II

What is the opportunity?

As an Operations Associate II, you will be the dedicated resource for the new Document Processing team. Your ability to adapt and extraordinary critical thinking skills will be instrumental in providing support for the implementation of the AOS platform. With the Document Processing team, you will have the opportunity to learn and grow new skills, develop your career and do work that matters in an ever-evolving environment.

If you have exceptional attention to detail, enjoy fast paced challenging work, and are looking for the next step in your career, we want to hear from you!

What will you do?

• Provide second to none customer service to our clients via email and phone interactions
• Process requests via Salesforce, Workflow and AOS Docupace
• Support Account Servicing requests (VISA, checking, and TOD setup)
• Complete daily reports that support Document Processing and Account Services

What do you need to succeed?

Must-have

• 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience
• Demonstrated ability to learn new technology, critical thinking skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes
• Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
• Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management
• Proficient computer skills in Microsoft-based software products including Word, Excel, Outlook, and Access

Nice-to-have

• Experience within the document review
• Previous experience in the securities, banking or finance industry preferred
• Ability to integrate Excel and Access databases into daily work
• Knowledge on Broadridge is preferred

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills

Additional Job Details