About the role
Job Description
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Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
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Coordinate and process team specific tasks as requested by the business.
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Perform quality reviews of other team members completed work and ensure data accuracy.
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Work across multiple systems and platforms.
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Interface with teams and businesses to resolve ongoing issues and answer specific policy questions.
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Provide support and work on special projects as requested.
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Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
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Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
Skills:
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Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook.
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Advanced knowledge of Excel preferred.
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Sound judgment and outstanding attention to detail.
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Proven analytical skills and problem solving ability.
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Superior written and verbal communication skills.
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Ability to work collaboratively with all levels of the organization.
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Flexible and able to work well under pressure in a team environment.
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Self-motivated.
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Excellent time management and organizational skills.
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Ability to multi-task.
Education
Bachelor's Degree - Concentration in Finance or Business
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Questions, answered
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