What are the responsibilities and job description for the Data Entry/Document Clerk(Banking) position at iTechStack?
- PFM Asset Management (PFMAM) offers local government investment pools (LGIPs), cash and enhanced cash portfolios, short and intermediate term fixed income, outsourced chief investment officer (OCIO), payment solutions (P-Card) program, multi-manager mutual funds, structured products, and arbitrage rebate consulting. PFM works with organizations of all sizes across the nation and focus solely on the public sector and our clients include cities, counties, school districts, pension funds, utilities, and governmental insurance risk pools. We provide efficiencies necessary for our clients to deliver economical completive products while we protect their business interests and minimize risks.
As Transfer Agent for the LGIPs, we partner to create tailored solutions for specific needs and advise public sector institutions. We helped develop the first local government investment pool (LGIP), have since expanded our work across 18 programs with thousands of investors nationwide, and offer a wide variety of options for LGIPs that are tailored to the needs and objectives of each program or fund. Our approach to managing pools is to use a common infrastructure for operations while adapting programs to meet the specific needs of local government investors in a state. Efficient and detail-oriented individuals will be able to showcase their talents and develop long-lasting relationships through excellent verbal and written communications.
Evaluate all incoming faxes received at PFMAM Client Services Group lines and distribute as closely to real time as possible to ensure smooth intradepartmental operations. Evaluate and distribute all Harrisburg, PA office location correspondence imaged and routed from the Internal Operations department. Gather and prepare Research Team Daily Folders for regular review by principal signer; ensure all required documents are present and coordinate with Research Analysts to maintain accurate record keeping of daily fund operations. Aid Research Team in response to quarterly and annual audits by retrieving requested documents from internal applications.) Promptly process client forms as assigned by PFMAM Client Relations and Research Teams necessary for PFMAM LGIP account maintenance in internal systems per all organization compliance policies. Promptly review and approve client form work processed by Research Analysts. Provide ad hoc assistance to Research Team projects and initiatives.
Job Types: Full-time, Contract
Pay: $19.00 - $20.00 per hour
Expected hours: 40 per week
Schedule:
- 8 hour shift
- Monday to Friday
- Morning shift
Experience:
- banking: 1 year (Required)
Work Location: In person
Salary : $19 - $20
