Start Date
Immediate
Expiry Date
23 Jul, 25
Salary
33.26
Posted On
23 Apr, 25
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Office Equipment, Communication Skills, Customer Service
Industry
Financial Services
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
JOB DESCRIPTION
Overview
Performs a variety of operational duties within an assigned area of Investment Operations and interacts with internal personnel to resolve issues and ensure efficient service to customers.
Duties include functions related to data entry, archiving, monitoring, researching, and machine troubleshooting. Process home office business while serving as a liaison between sales associates, clearing firm, internal departments, and other applicable entities. Research exceptions and escalate issues to management as appropriate. May have the opportunity to recommend and implement developed processing improvements within production. Responsible for performing all assigned functions in accordance rules and regulations, and/or policies and procedures, established by the FINRA, SEC, OCC, US Bank, Compliance Department, and other applicable guidelines.
The function of this position will include establishing new account and performing multitude of maintenance on accounts, of various registration types. Reviewing documentation provided to determine completeness and policy requirements are met. Reviewing and monitoring various daily reports. Performing a variety of clerical duties related to mail; creating, sorting, processing return mail and/or delivering mail. Order and control inventory of supplies. Ability to lift 10 lbs. bags/boxes of mail or supplies, sit for extended periods of time, and repetitive motions.
BASIC QUALIFICATIONS
PREFERRED SKILLS/EXPERIENCE