Platform Support Specialist/Statement Processor

Argent Financial Group

Job Description

Platform Support Specialist/Statement Processor

Job Summary

The Platform Support Specialist / Statement Processor is primarily responsible for building statement layouts and processing, reconciling, and distributing client statements produced on the AddVantage system.

Supported Platforms

FIS AddVantage Trust System and Web Portal
FIS Investor’s View
Envestnet Trading Platform and Web Portal
DocuSign
LexisNexis

Duties and Responsibilities

Statement Generation: Prepare, verify, and distribute monthly and periodic statements to Argent clients.
Data Management: Maintain organized records, ensure data integrity, and support reporting needs.
Issue Resolution: Investigate and resolve statement discrepancies and system and statement related issues.
Platform Support: Assist the Platform Support team with user access maintenance and reporting as needed.

This position reports directly to the Systems Administration Supervisor.

Knowledge, Skills, and Abilities

Strong interest in becoming highly proficient with the FIS (SunGard) AddVantage system
High attention to detail with strong analytical, research, and communication skills
Basic knowledge of financial markets and investments preferred
Comprehensive understanding of accounting principles
Ability to prioritize tasks, work independently, and meet objectives with minimal supervision
Proven ability to identify, investigate, and resolve statement and system issues

Credentials and Experience:

College degree in Computer Science or business-related field preferred or
Two years’ related experience or
Equivalent combination of education and experience.

Special Requirements:

Willing to work a flexible schedule which may include overtime, holidays, and weekends as requested by management.

Apply

Vacancy posted a month ago

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