Responsibilities :
- Candidate will perform quality check on money movement requests submitted by front office trust team members on behalf of external clients.
- Candidate will be reviewing money movement requests received from the front office Trust teams.
- They are reviewing for accuracy in the submission and will then move the request along to the next step in the process or return it to the front office for corrections.
- Performs a variety of document processing and record keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the assigned area.
- Duties may include entering new account information; changing information on existing accounts; recording transactions;
answering customer inquiries; receiving, classifying, consolidating and summarizing documents and information
- Completing reports and providing administrative support.
- Responsibilities may also include customer service duties such as answering customer inquiries, resolving customer problems and responding to customer requests for information. Nice to have :
- MS Office
- MS Office
- SEI knowledge
Benefits that Russell Tobin offers :
Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
Rate / Salary : $18-$22 / hr, DOE
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