Document Review Specialist

Position Type: Contract

Required: Experience in financial services. Minimum of 1 year of financial operations experience or equivalent.1 year of experience with rules and regulations governing bank and brokerage accounts. Strong analytical skills, including the ability to research, schedule, analyze, and present findings. Proven organizational skills with attention to detail. Strong computer skills (Word, Excel, Access, etc.).Must be a dynamic and self-starting individual, able to work independently or as part of a team.

Responsibilities: Support the new account opening process (both paper and online), stock plan activation, and account maintenance. Review paper and electronic applications to determine good order. Manually process applications as needed with speed and accuracy. Handle exception and reconciliation reports, and help execute risk controls. Quickly respond to related Operations and Customer Service inquiries. Work with various lines of business to identify fraudulent or high-risk new accounts. Process all work daily to maintain excellent service levels. If your background aligns with what we're looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.