Scan documents to imaging system.
Distribute daily reports to appropriate personnel or file as needed.
Generate letter and mail client name/address changes.
Process, mail and track client security advices.
Monitor OFAC
File paper reports, W-9’s and Tax EIN’s as needed.
Other tasks as assigned and needed.
Job Qualifications/ Required Skills and Abilities:
Excellent follow through and time management skills
Excellent attention to detail and accuracy
Ability to organize, prioritize and multi-task
Superior written and verbal communication skills
Exhibit and maintain high degree of professionalism
Maintain high degree of confidentiality and integrity
Ability to communicate effectively and professionally at all levels of the organization
Strong PC, web, database/Excel
Must possess a “can do” client-service attitude/philosophy
High school diploma required
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35
Job Details:
Posted Date : 2022-04-21
Expiry Date : 2022-07-21
Job type : Part Time
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