What are the responsibilities and job description for the GTC Operations Support Specialist position at GoldStar Trust Company - A Division of Centennial...?
GENERAL DESCRIPTION OF POSITION
The GTC Operations Support Specialist is responsible for assisting with the preparation of IRA statements, tax reporting, document imaging and the distribution of all incoming/outgoing mail.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Reviews and analyzes reports to ensure statements are generated correctly for statement cycles. This duty is performed as needed.
2. Reviews and analyzes reports to ensure tax preparation files are accurate. This duty is performed as needed.
3. Assists in the preparation of IRA statements and IRS tax reporting. This duty is performed as needed.
4. Prepares and scans hard copy files to electronic images, assures quality image and archives to imaging database. This duty is performed as needed.
5. Indexes documents after scanning. This duty is performed daily.
6. Sorts and file all IRA, closed accounts and vault paperwork. This duty is performed as needed.
7. Sorts all incoming mail and deliver to appropriate personnel. This duty is performed daily.
8. Generates and ensures outgoing mail files are accurate before releasing to printing vendor. This duty is performed daily.
9. Prepares and post all outgoing company mail. This duty is performed as needed.
10. Complete 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
Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 2 years 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
Intermediate: Word Processing/Typing
Basic: 10-Key, Accounting, Alphanumeric Data Entry, Spreadsheet
WORKING CONDITIONS
Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.
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 noise 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 frequently required to use hands to finger, handle, or feel, talk or hear; and occasionally required to stand, walk, sit, 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
- Must be able to understand the importance of detail and accuracy
- Must be familiar with using imaging, mail postage machines and other computer related products
- Must have strong communication, organizational and interpersonal skills
- Must have the ability to remove staples, sort, file and box records
- Must have the ability to read, analyze, and interpret business procedures, governmental regulations and training manuals
- Must have the ability to write reports, business correspondence and procedure manuals
- Must have the ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory and factor analysis
- Must have the ability to define problems, collect data, establish facts and draw valid conclusions
- Must have proficiency in Microsoft Office, spreadsheets, accounting software, general ledger, accounts receivable, accounts payable, Internet and email
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
