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Jobster LLC | Junior Finance Support Level 1

Jobster LLC
Columbus, OH Full Time
POSTED ON 1/25/2025
AVAILABLE BEFORE 4/2/2025

Job Summary :

The Associate handles high-volume, complex, and sensitive transactions within the operations team. This role involves processing share transfer requests, clearing outstanding debits, reissues, investigating payments, and managing check and Fed wire disbursements. The associate will interact with both internal and external clients, resolve escalated issues, and ensure compliance with control guidelines while meeting production and quality standards. Cross-training in multiple functions is required to support a range of operational activities.

Key Responsibilities :

  • Process share transfer requests, clear outstanding debits, and resolve escalated issues.
  • Handle reissues, process payments, and manage check and Fed wire disbursements.
  • Perform check stop payments and investigate payment discrepancies.
  • Ensure compliance with control guidelines and industry regulations.
  • Meet production and quality standards while managing high volumes of transactions.
  • Cross-train in multiple functions to provide support across diverse operational areas.
  • Communicate effectively with internal teams, external clients, and peers in operations.
  • Provide exceptional customer service and problem-solving solutions to clients' inquiries.

Top 3 Skills :

  • Ability to work quickly and efficiently in a fast-paced environment.
  • Ability to manage numerous tasks simultaneously.
  • Excellent verbal, written, and interpersonal communication skills.
  • Job Qualifications :

  • Exceptional quality subject matter expertise in a core line of business.
  • Strong interpersonal and service skills, with a desire to exceed client expectations.
  • Highly motivated professional with problem-solving abilities and personal accountability.
  • Ability to learn quickly and apply knowledge in an ever-changing environment.
  • Knowledge / Skills Required :

  • Working knowledge of Client Wealth Management products and services.
  • Ability to efficiently manage high volumes of tasks in a fast-paced setting.
  • Ability to work effectively across diverse lines of business and teams.
  • Excellent communication skills—both written and oral—with strong listening abilities.
  • Education : Bachelors Degree

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