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SalaryWe are seeking a professional level Operations Specialist to join our team onsite in Pittsburgh, PA for a 6-month contract. In this role you will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. If you have previous financial services or banking experience facilitating cash movements, please apply today!
Responsibilities:
- Executes activities associated with facilitating cash movement for Wealth Management clients on IM and banking platforms
- Review documentation to ensure compliance with risk and compliance procedures
- Enter transactional details to facilitate cash movement
- Outgoing cash movement includes, foreign and domestic wires, ACH, checks and internal transfers
- Foster strong partnership with client facing staff nationwide
- Data entry and review of sensitive client information across multiple systems and processes
- Various project support tasks
Qualifications:
- Strong attention to detail with ability to process critical data accurately and timely.
- Excellent client service skills using both written and oral communication
- Experienced user of Microsoft Office products.
- High organizational ability while being able to prioritize multiple tasks in a changing environment.
- Ability to work in a fast-paced, deadline-driven environment with a sense of urgency.
- Ability to work independently and in a team setting.
