Operations Processor
at Pyramid Consulting, Inc

Date Posted: 5/12/2019

Job Description

Immediate need for a talented Operations Processor with experience in the Insurance Industry.
This is a 3+ Months Contract opportunity with long-term potential and is located in Atlanta,GA. Please review the job description below.
Job ID: 18-50094

Key Requirements and Technology Experience:
  • Review, process and follow up on various brokerage and non-brokerage account requests including asset movement requests, IRA distributions, journals between brokerage accounts, alternative investment processing and other cash and asset processing.
  • Must act as subject matter expert for several different responsibilities within brokerage Operations. Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow.
  • Interact with clearing firm on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems
  • Pay close attention to detail, process work accurately and work on repetitive tasks
  • Answer internal and external phone calls; make outbound phone calls to our executive.
  • Update contact management systems with professional grammar and spelling.
  • Exercise judgment to know when to escalate issues to manager or -
  • Assist in training co-workers to act as back-up for primary responsibilities.
  • Respond to incoming requests from internal and external customers including research and problem solving, entering data into contact management system and providing timely follow-up communication.
  • Make appropriate decision on when to lend assistance to co-workers to ensure that department service levels are maintained.
  • Assist with special projects and research.
  • Must already be proficient in the following: Microsoft Excel, Word, Outlook and Internet Explorer.
  • Must become proficient with the following systems: NetX360, Front-End Imaging (FEI), SalesForce (contact management and imaging workflow systems), Client Central and back office functions.
  • Responsible for the accurate and timely processing of routine and complex transactions that support the activities associated within Brokerage Operations.
  • Provide a high level of service and support to independent financial executive nationwide.
  • Review and process a high volume of time sensitive notifications and respond to high volume of incoming service requests.
  • Must be able to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills.
  • Serves as a backup resource to co workers that perform equivalent duties and is required to demonstrate the flexibility to respond to increases in workflow.
  • This position requires a Bachelor’s Degree or 3+ years of related experience in the securities industry.
Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Job Snapshot

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