Operations Specialist - New Accounts

Qualifications:

• High School diploma or equivalency; some college preferred
• 1-2 years’ Financial Services experience required
• Basic computer knowledge

Essential Duties and Responsibilities:

• Work independently and cooperatively within specified section
• Comply with section policies, procedures and escalation protocols

Job Functions and Tasks:

• Participate in knowledge transfer with senior and junior staff
• Control and address the account opening process by becoming familiar with the KYC System and related Finet screens
• Control and address the account maintenance process using applicable Finet screens
• Control and address document review & coding
• Escalate unsolved violations and problems to Management
• Other duties and tasks as assigned

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