Document Review Specialist

At-a-Glance:

Join a global financial institution as a Document Review Specialist in a dynamic and fast-paced environment.

Position Type:

• Contract
• Hybrid

Required:

• Experience in financial services.
• Minimum of 1 year of financial operations experience or equivalent.
• 1 year of experience with rules and regulations governing bank and brokerage accounts.
• Strong analytical skills, including the ability to research, schedule, analyze, and present findings.
• Proven organizational skills with attention to detail.
• Strong computer skills (Word, Excel, Access, etc.).
• Must be a dynamic and self-starting individual, able to work independently or as part of a team.

Responsibilities:

• Support the new account opening process (both paper and online), stock plan activation, and account maintenance.
• Review paper and electronic applications to determine good order.
• Manually process applications as needed with speed and accuracy.
• Handle exception and reconciliation reports, and help execute risk controls.
• Quickly respond to related Operations and Customer Service inquiries.
• Work with various lines of business to identify fraudulent or high-risk new accounts.
• Process all work daily to maintain excellent service levels.

If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.