Description:

• Support financial professionals and clients by providing service related to incoming paperwork, account information and distributions

• Communicate operational and financial industry policies and procedures

• Research issues and resolve inquiries in a timely matter

• Develop understanding of the policies and procedures to execute them in daily work

• Adapt and adhere to policies and core values

• Collaborate with internal associates to improve procedures and templates to streamline processes

• Organize document coordination utilizing departmental database software including documents scanned in by the mailroom or submitted via web capture by the client

  About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.