Job Overview
JOB DETAILS
REQUIREMENTS
- Prior financial services experience, relevant business experience and/or data analysis experience
- Familiarity with firm, branch and rep structure is desirable but not essential
- Strong knowledge of Excel
- Good communication skills, both verbal and written
- Strong critical thinking and problem solving skills
- Must be detail oriented – this is essential.
RESPONSIBILITIES
- Resolve errors in incoming transactions
- Resolve trades and assets to firm, office and rep levels
- Add, move and merge firms/office/rep as necessary
- Perform bulk data imports into our clients’ databases by researching, compiling, correctly formatting and importing spreadsheets and importing them according to our procedures.
- Research to obtain correct information, including contacting intermediaries by phone or email.
- Maintain transaction, product, social and other codes
- Work cooperatively with other team members and client personnel
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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Employer : PHILPOTT & BAKER SERVICES LTD
