Document Review Specialist
Hired by Matrix
Job Description
Job Description
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.
Vacancy posted 3 days ago
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