Technical Operations Support Level 1

Duties may include:
Processing incoming and outgoing paperwork including mail and facsimiles; support client service associates and operational personnel; checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center; make outbound contact both in writing and verbally with clients concerning paperwork.

Requires ability to define and prioritize project activities and follow-up on project progress; strong written and verbal communication skills, strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input is essential, knowledge of financial services field.

Must be able to learn quickly and to engage in a number of detailed tasks at once.

Must have strong flexibility in regard to the duties assigned and problem solving skills, be able to work independently.

Top Skills:

Bachelor's preferred

Strong written and verbal communication

Demonstrates excellent attention to detail when analyzing or interpreting data.

Displays well-developed ability to comprehend, reason and process complex data.

Problem solver

Breaks down problems/issues into smaller, more manageable parts.

Asks appropriate questions to source and validate data in order to support comprehensive analysis; consult subject matter experts where needed.

Combines clear and appropriate escalation with suggestions on appropriate risk reduction strategies.

Listens attentively, ask exploratory questions, and paraphrase.

Education: High School