Document Specialist

About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.
Rate Range: $20-$21.34/Hr
Overview:

• More than 30 years ago, E*TRADE from *** pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

Job Description:

• This position is in Wealth Management Client Onboarding 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

Requirements:

• Minimum of 1 year of financial operations experience or equivalent

Preferred:

• 1+ years’ experience with rules and regulations governing bank and brokerage accounts
• Bachelors degree preferred
• Experience creating DocuSign forms
• Strong written and oral communication skills with a track record of excellent customer service
• Strong data 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

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.
About ApTask:
Join ApTask, a global leader in workforce solutions and talent acquisition services, as we shape the future of work. We offer a comprehensive suite of offerings, including staffing and recruitment services, managed services, IT consulting, and project management, providing unparalleled opportunities for professional growth and development. As a member of our dynamic team, you'll have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success for our clients across diverse industries. If you are passionate about excellence, collaboration, and innovation, and aspire to make a meaningful impact in the world of work, come join us at ApTask and be a part of our mission to empower organizations to thrive.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com