What are the responsibilities and job description for the Specialist - TA Operations position at Inclusively?
Inclusively is partnering with a safety science company to hire a Specialist - TA Operations. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**
ABOUT INCLUSIVELY:
Inclusively is a digital tech platform that empowers job seekers with disabilities, caregivers, and veterans by using Success Enablers–accommodations and personalized workplace modifications that help all job seekers reach their full potential and excel. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD).
Create your profile, select Success Enablers, and connect to jobs from our partnered employers who are committed to creating diverse and inclusive teams. When registering, you must acknowledge that this platform is for people with disabilities, caregivers, and veterans. However, Inclusively does not require candidates to disclose their specific disability to join the platform.
Responsibilities Include
- Review and process customer transactions and account inquiries including but not limited to escalations
- Comply with all policies and procedures related to all aspects of TA Operations
- Ensure quality standards are enforced, met and compliant with regulatory mandates
- Ensure all key daily duties are performed timely and accurately
- Collaborate with aligning business partners to develop and create written procedures
- Ensure all procedures are updated to mitigate process risks
- Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
- Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs as we scale our business
- Support business initiatives and special projects
- Cross train as needed
- Other duties as assigned by management
The Skills and Knowledge You Bring
- You are highly motivated, learn quickly and perform well under pressure and in a fast-paced environment
- You can demonstrate strong communication skills and are client focused
- Effective problem solving and Decision making
- Risk mitigation through policy and procedural understanding
- You can multitask and prioritize requests and deliver timely and accurate solutions to clients and shareholders
- Building and managing relationships with clients and internal business partners is a priority for you
- You can thrive in a team environment and demonstrate a willingness to assist other team members
- You bring intellectual curiosity and are committed to continuous learning and personal development
- Actively participate in new assignments, projects, and activities within the role in the community is something you strive for
Position Requirements
- College Degree required and/or 3-5 years experience in Financial Service Operations
- Knowledge of transfer agent operational processes and SEC regulations
- Proficient in Microsoft office Word, Excel and other basic knowledge of other products within suite
- Effective written, verbal and listening skills
- Strong problem solving and decision-making skills
