Under general supervision, processes transactions, maintains shareholder records, and reviews shareholder account activity in accordance with the policies and procedures of the Lost Shareholder Services department.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned:
Reviews and processes transactions related to undeliverable mail.
Reviews and processes shareholder responses to Due Diligence notices.
Review of daily Exception Report to validate activity on Lost accounts to mitigate Fraud/Risk.
Assists with various project related activities on an as needed basis.
Identifies trends or common issues and communicates to their Supervisor.
Escalates problems/questions to LSS specialists or Supervisor on an as-needed basis.
May be required to assist other departments during peak volume to assist in meeting our clients expectations.
Must meet departments established productivity and quality standards.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
SKILLS & EXPERIENCE:
Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience
Microsoft Office and accurate data entry skills required
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence.