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Operations Associate II, Deposits

Company: Equity Trust Company
Location: Westlake
Posted on: February 17, 2020

Job Description:

The Operations Associate II, Deposits processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email and maintains documentation. Processes and reviews high volumes of standard tasks and transactions.



ESSENTIAL FUNCTIONS:

--- Processes and reviews incoming checks in a timely manner to keep up with SLAs and accurately checks for validity

--- Reconciles processed work by verifying entries and comparing system reports for accuracy

--- Reviews and returns checks that are not able to be processed

--- Works in a team atmosphere to ensure all daily tasks are completed by end of day

--- Reads source documents, such as checks, check requests, and reports, and determines necessary action

--- Conducts research to resolve problems on accounts and follows through to ensure client satisfaction



OTHER FUNCTIONS:

--- Assists their Team Lead and Supervisor with resolving client issues, performing research, and responding to colleagues requests

--- Performs other duties as assigned; handles change with ease; and must be flexible



QUALIFICATIONS:

Education and Experience:

--- High School Diploma or equivalent

--- Associates Degree in Business, Finance, or related field a plus

--- Minimum two (2) years of experience in the retirement and/or financial industries preferred



PROFESSIONAL CERTIFICATION(S):

--- None required



TECHNICAL SKILLS:

--- Intermediate level proficiency in Microsoft Office

--- Ability to type at least 45+ WPM

--- Intermediate 10 key skills with at least 6,000 KSPH preferred

Keywords: Equity Trust Company, Cleveland , Operations Associate II, Deposits, Other , Westlake, Ohio

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