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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.


  • 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

    Duration: 12+ Months
    Job Title: New Accounts OperationsSpecialist
    Medical Benefits offered

    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.

    -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
    Casual dress code, family type work environment, growth opportunity
    Ask me about our referral bonus $$ We will pay you for anyone that you refer $$


Keywords: Lenmar Consulting, Inc., Sandy , Document Review Specialist for Global Financial Firm, Accounting, Auditing , Sandy, Utah

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