Back Office Representative Job at Qcentrio
Role: Backoffice Representative – Production (Level 2)
Job Location: Lake Mary, FL
Position Overview:
Backoffice Representative position is responsible for assisting Registered Investment Advisors (RIA’s) in all aspects of day-to-day responsibilities such as account opening, account maintenance activities and setting up cashiering instructions in the client platform
Essential Job Functions:
· Review the account opening, account maintenance, and move money paperwork and enter the customer details based on the procedures defined in standard operating procedures
· Perform quality check on the data captured in the client platform and ensure highest standard of accuracy
· Process application forms based on the priority defined by the client
· Handling the task assigned and providing resolutions within the timeliness
· Meeting all defined targets like productivity, accuracy, product knowledge and schedule adherence
Education Requirements
· Must have at least a High School diploma or GED
· Additional Certification on US Securities Market is added advantage
Requirements:
· Must have at least a High School diploma or GED
· Must be able to type at 30 WPM with 94% accuracy (as per test results on typing software)
· Must be professional and courteous in all interactions with clients and staff
· Must have basic skills in usage of MS Word and MS Excel
· Must have experience of Critical Data Reconciliation/Processing, Multiple applications handling etc.
· Must have strong interpersonal, written communication skills (comprehend and action written customer requests) with a desire to work in a Back-Office Operations environment
· Must be able to multi-task and be adaptable to change
· Must be able to meet department expectations, handle repetitive work, and work overtime as required
· Must be able to sit for long periods of time while entering data or performing other sedentary duties
· Stand for periods of time during meetings and/or other group events
Equal Employee Opportunity: Mphasis is an equal opportunity/affirmative action employer committed to a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, age,
sex, disability or genetic information, gender identity or national origin. All employment is decided on the basis of qualifications, merit and business need.
Pre-requisites
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