Process Specialist - Financial Services

Summary: Responsible for:

- Monitoring and responding to incoming client service Tickets

- Performing research, analysis and processing of transactions

- Quality checking transactions of peers and more junior staff within one or more functional areas (Participant Transactions, Fees Billing, Correspondence, Reconciliation, Plan Conversions/Maintenance, Compliance, Reporting, or other plan/participant transactions area).

Primary Accountabilities:

- Manage and load balance incoming daily transaction requests and AR tickets. Prioritize and complete all applicable processing in accordance with departmental, corporate and regulatory practices and requirements.

- Monitor reports (e.g., control reports, gain/loss, suspense accounts, tax form research, etc.) and perform required corrections, clearing, and reconciliation.

- Research/resolve unique, complex and escalated transaction problems.

- Mentor and perform on the job training for process administrators.

- Communicate with internal and external clients both written and verbal

Minimum Qualification:

- Degree in Business, Finance, or similar field, or 2 years of relevant experience within the Financial Services industry required

- Prior Process Administrator experience or 1 year in a related position

- Demonstrated decision making skills

- Demonstrated ability to solve problems and prioritize work

- Working knowledge of MS Office including ability to write formulas and format spreadsheets to complete work

- Strong oral & written communication, organizational and attention to detail skills

- Ability to build and maintain relationships with internal customers

- Demonstrated leadership ability

Working Conditions/Physical Requirements:

- Shifts will be determined and scheduled based on business need as part of a global team providing 24x7 support to its customers

- Normal Office Working Conditions

- This position frequently requires periodic and mandatory (usually unscheduled) overtime as all work items must be processed same-day

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.