Job Description
Job Description
What is the opportunity?
Responsible for determining the appropriate handling of all incoming mail, email, faxes and courier packages for the assigned business and subsequent processing of the materials. You will be assigned to Company’s various business units including Shareholder Services, Benefit Payments and other internal teams.
What will you do?
Be proficient in recognizing all pension and trade related documentation as it relates to pension / fund processing including but not restricted to: pension refunds, new account set ups, buys/sells/switches/transfers/rollovers/systematic plans, non-financial and estate documentation.
Become familiar with 90+ fund companies in order to assist in the indexing of the incoming documentation.
Recognize, index and push the document out to the workflow tool in a timely and accurate manner, ensuring the processor receives a...