Experience Inc. Jobs

The GTC New Business Specialist is responsible for ensuring the timeliness and accuracy of new account documentation and incoming transfers are processed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Sets up new IRA, Escrow, Bond Proceeds and Gamma accounts. This duty is performed as needed.
2. Processes all incoming transfers, rollovers, and In-Kind requests;. This duty is performed as needed.
3. Ensures all CIP/guidelines are followed per regulations;. This duty is performed daily.
4. Reviews edit list for check's received and posted and ensure pending documents can be completed;. This duty is performed daily.
5. Collects and maintains deceased account documentation and prepare checklist;. This duty is performed as needed.
6. Communicates with Brokers and clients regarding problems or issues with paperwork;. This duty is performed daily.
7. Conducts follow-up calls on pending incoming transfers;. This duty is performed as needed.
8. Completes weekly tracking log report;. This duty is performed weekly.
9. Conducts quality control on recently established new accounts and transfer processes;. This duty is performed as needed.
10. Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly.
11. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.
12. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. ability to read, analyze, and understand general business/company related articles and professional journals; ability to speak effectively before groups of customers or employees.

MATHEMATICAL SKILLS

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 prepare and interpret bar graphs.

CRITICAL THINKING SKILLS

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Basic: 10-Key, Accounting, Programming Languages, Word Processing/Typing

WORKING CONDITIONS

Normal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The no se level in the work environment is usually quiet.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making.

While performing the functions of this job, the employee is regularly required to talk or hear; frequently required to walk, sit, use hands to finger, handle, or feel; and occasionally required to stand, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

Not indicated.