Offer summary

Qualifications:

Minimum 1 year of experience in investment or financial background or financial processing position, Located in EST timezone for remote work.

Key responsabilities:

Process financial planning, new business, and client data/information

Reconcile and communicate pending issues for Financial Planning NIGOs

Coordinate credit card payment processing for financial planning new business

Oversee transaction processing, field compensation, and inquiries about Financial Planning

Job description

100 % Remote Position

The Investment Services Specialist will process financial planning , new business and client data / information and determines if submission are in-good order or not-in-good order per requirements. This position is responsible for reconciling and communicating pending issues related to Financial Planning NIGOs (Not-in-good-order) while maintaining Service Level Agreement for all Financial Planning new business processing. The Investment Services Specialist works directly with Financial clients to receive credit card payment information for financial planning new business and process payment.
The successful candidate in the role ensures client centric response times for Credit card payment system with 70% service level. The Investment Services Specialist is responsible for managing departmental email boxes. This position requires problem solving, reconciliation skills and the ability to process payments with a high level of accuracy. The Investment Services Specialist also:
Oversees processing of all Financial Planning transactions such as check, credit card, brokerage and ACH.
Processes financial planning field compensation for weekly payroll.
Responsible for responding to inquiries about Financial Planning policies and procedures in a clear and timely manner.
Ability to work in multiple systems and mainframes simultaneously.
Performs other duties as required or assigned.
Generates system related reports
Provide ongoing service ( maintenance/updates to records as needed
Uses sound business judgment to independently make decisions pertaining to enforcement of business and company policies as well as industry regulations in order to manage risk of the business
Ideal candidate has minimum 1 year + experience in either investment or financial background. If not, must have 1 year experience in a financial processing position required.
100% remote is okay, but must be located in the EST timezone.

Typing skills, data entry, quickly and accurately
Strong organizational, analytical, and data entry skills
Strong systems aptitude, capable of learning new systems quickly
Proficient in Microsoft Outlook and Teams, must have 1+ year experience using Microsoft Office
Must be able to navigate multiple systems and computer proficient
Excellent written and oral communication skills
THIS POSITION WILL BE REQUIRED TO BE NRF'D (Ensure all candidates understand these requirements before submitting to req)

Required profile