Reconciliation Admin I

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.

The Opportunity

The Reconciliation Admin I will under direct supervision, use intermediate skills obtained through experience and training to assist WM Investment Operations with quality service. This role follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal customers is required to obtain, clarify or provide facts and information.

The Responsibilities

Interacts daily via email, salesforce or on the phone with internal customer requests and including handling inquiries.

Researches, process and follow up on documentation for proper maintenance and processing

Prepares forms, and spreadsheets

Creates and maintains records and files.

Ensures required paperwork is current with firm and industry requirements, rules and regulations.

Maintains databases and creates reports using.

Receives and processes securities.

Receives cross-training and assists with other operational functions as required.

Performs other duties and responsibilities as assigned. Knowledge of tax process is a plus.

The Qualifications

High School Diploma or equivalent

Minimum of one (1-3) years clerical experience preferred

This is the pay range that Magnit reasonably expects to pay for this position : $23.49 / hour - $25.18 / hour

Benefits : Medical, Dental, Vision, 401K

QUALIFICATION / LICENSURE

Work Authorization : Green Card, US Citizen, Other valid work visa

Preferred years of experience : 2 years

Travel required : No travel required

Shift timings :