Document Specialist

Overview

Location : Mendota Heights, MN (onsite). Temporary Assignment : 6 months, may end sooner or extend.

Role Summary

As a Transfer Agent, the ideal candidate will maintain records of investors and account balances. They record transactions, cancel and issue certificates, process investor mailings, and deal with other investor problems (e.g., lost or stolen certificates). They work to ensure that investors receive interest payments and dividends when they are due, amongst other duties.

Core Duties / Responsibilities

Opening and prepping mail to be imaged into our processing system

Creating and indexing work items once scanned

Assisting with miscellaneous operations duties to meet SLA's

Cancellation of processed certificates

Mailing out shareholder communication

Cross train and support other departments within Operations

Ability to lift 20lbs and stand for long periods of time

Skills, Capabilities and Attributes

High school diploma or equivalent

1 year experience in document scanning equipment and or paper handling operations

3+ years of experience in a regulated industry preferred

Adaptable and the ability to retain a high volume of information

Effective organizational, multi-tasking, and prioritizing skills

Excellent verbal, written, and interpersonal communication skills

Strong attention to detail and accuracy skills

Ability to navigate multiple computer systems, applications, and utilize search tools to find information

Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment

Solid problem-solving skills and strong time management skills

Compensation

$22.00 hourly

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. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks

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