Document Review Specialist

Company: ApTask
Location: Sandy
Posted on: May 26, 2023

Job Description:

The role will be onsite.

One round of Zoom interviews with 3 interviewers.

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

PREFERRED QUALIFICATIONS:
-Minimum of 1 year of financial operations experience or equivalent.
-1+ years experience with rules and regulations governing bank and brokerage accounts.
-Strong analytical skills including ability to research, schedule, analyze and present findings.
-Proven organizational skills with attention to detail. Strong computer skills (Word, Excel, Access, etc.).
-Must be a dynamic and self-starting individual, able to work independently or as part of a team.

E*TRADE from *** is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

Keywords: ApTask, Sandy , Document Review Specialist, Other , Sandy, Utah