- Minneapolis, Minnesota, United States
- On-site
- Full-time · Associate
- $45K–$70K per year
- 3+ years
As an Operations Associate II, you will play a critical role in ensuring the accuracy, compliance, and integrity of essential documents and forms within our organization.
Compensation
The good-faith expected salary range for the above position is $45,000 - $70,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
Responsibilities
- Provide second to none customer service to our clients via email and phone interactions
- Process requests via Salesforce, Workflow and AOS Docupace
- Complete daily reports that support Document Processing
- Review and validate documents for completeness, accuracy, and compliance
- Compare submitted materials against system records to ensure consistency
Requirements
- 4-year degree from an accredited university (or equivalent)
- High school diploma (or equivalent)
- Nice to have: Experience within the document review
- Nice to have: Previous experience in the securities, banking or finance industry
- Nice to have: Ability to integrate Excel and Access databases into daily work