Document Review Specialist for Global Financial Firm

Company: Lenmar Consulting, Inc.
Location: Sandy
Posted on: May 26, 2023

Job Description:

We are looking to hire a New Accounts Operations Specialist to work with one of the world's leading financial service providers in Sandy, UT

*** starting ONSITE

Please reply with an updated resume and good contact number if you are interested and available for this opportunity.

PLEASE READ CAREFULLY:

• 
  
• 1+ of financial operations experience or equivalent
  
• Must have excellent written and verbal communication skills
  
• Strong analytical skills including ability to research, schedule, analyze and present findings.
  
• Must be a dynamic and self-starting individual, able to work independently or as part of a team.
  
• BS degree required
  
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  ADDITIONAL DETAILS:
  Duration: 12+ Months
  Job Title: New Accounts OperationsSpecialist
  Medical Benefits offered
  
  SUMMARY:
  This position is in Account Services Operations, which primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance.
  
  RESPONSIBILITIES:
  -Review paper and electronic applications to determine good order.
  -Manually process applications as needed with speed and accuracy.
  -Handle exception and reconciliation reports, and help execute risk controls.
  -Quickly respond to related Operations and Customer Service inquiries.
  -Work with various lines of business to identify fraudulent or high-risk new accounts.
  -Process all work daily to maintain excellent service levels
  WHY SHOULD YOU APPLY?
  Casual dress code, family type work environment, growth opportunity
  Ask me about our referral bonus $$ We will pay you for anyone that you refer $$
  
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Keywords: Lenmar Consulting, Inc., Sandy , Document Review Specialist for Global Financial Firm, Accounting, Auditing , Sandy, Utah