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Securities Ops Service Spec 3
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | austin, Texas |
About this job
Job Title:
Securities Ops Service Spec 3
Job ID Number:
5137605
Schedule Type:
Reg-Time
Work Hours:
40
Location:
Austin,TX
Qualifications:
Performs a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of unit functions and systems. Duties may include: differentiating, processing and reconciling transactions; researching inquires; resolving customer complaints; reviewing time sensitive and/or complex documents; creating or revising departmental procedures. Coordinates situations involving multiple departments. May provide department level reporting using multiple sources. May provide training or work direction to junior level staff. Provides back-up for other desks. May have extensive customer contact; works under minimal supervision. Position is responsible for processing external insurance policies for trust clients and coordinates information flow for all associated activities such as verifying, invoicing and processing insurance policies and endorsements; proofreading documents for accuracy and completeness; answering incoming calls; opening, date-stamping and processing mail; processing and sorting outgoing mail; reviewing expiration lists and issuing necessary binders; maintaining files according to policies and procedures guidelines.
3+ years customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center experience. Excellent communications skills, strong attention to detail, ability to work independently and multi-task; working knowledge of required technical systems. - 6-12 months property and/or casualty insurance-related experience
- Strong ability to collaborate with others
- Demonstrated experience analyzing external insurance policies and contacting agents
- Strong organizational skills
- Demonstrated experience with Microsoft Word, Excel, and Outlook
Basic understanding of residential and commercial insurance coverages and policies Basic understanding of trust industry Trust Protector knowledge
Securities Ops Service Spec 3
Job ID Number:
5137605
Schedule Type:
Reg-Time
Work Hours:
40
Location:
Austin,TX
Qualifications:
Performs a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of unit functions and systems. Duties may include: differentiating, processing and reconciling transactions; researching inquires; resolving customer complaints; reviewing time sensitive and/or complex documents; creating or revising departmental procedures. Coordinates situations involving multiple departments. May provide department level reporting using multiple sources. May provide training or work direction to junior level staff. Provides back-up for other desks. May have extensive customer contact; works under minimal supervision. Position is responsible for processing external insurance policies for trust clients and coordinates information flow for all associated activities such as verifying, invoicing and processing insurance policies and endorsements; proofreading documents for accuracy and completeness; answering incoming calls; opening, date-stamping and processing mail; processing and sorting outgoing mail; reviewing expiration lists and issuing necessary binders; maintaining files according to policies and procedures guidelines.
3+ years customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center experience. Excellent communications skills, strong attention to detail, ability to work independently and multi-task; working knowledge of required technical systems. - 6-12 months property and/or casualty insurance-related experience
- Strong ability to collaborate with others
- Demonstrated experience analyzing external insurance policies and contacting agents
- Strong organizational skills
- Demonstrated experience with Microsoft Word, Excel, and Outlook
Basic understanding of residential and commercial insurance coverages and policies Basic understanding of trust industry Trust Protector knowledge
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