Process Executive/Asset reunification Processing Clerk-1

Management Level

I

PURPOSE OF POSITION

Under general supervision, the Processing Clerk will be responsible for the review, tracking and processing of transactions from both internal and external partners

ESSENTIAL DUTIES & RESPONSIBILITIES

• Tracking, reviewing and processing of items
• Prepare and maintain reports
• Assists with various project related activities, on an as needed basis
• Other duties and responsibilities as assigned

WORK ENVIRONMENT AND PHYSICAL DEMANDS

• Essential functions are typically performed in an office setting
• Noise level is medium
• Visual level is high
• Lifting required, typically less than 20 lbs.
• Able to endure prolonged seating/standing associated with the performance of essential functions.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

POSITION REQUIREMENTS

• Proficient with Microsoft Word and Excel (beginners’ level)
• Strong communication skills and attention to detail

Preferred:

• Working knowledge of legal transfer requirements
• Financial services industry experience (transfer agent)

REVIEWED BY

Employee _____________________________________________________                                                                                            Date_____________________

                                                                                                                                              

Manager _________________________________________________                                                                                            Date_____________________

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.