Mail Associate

Full Time, Contractor Role, Benefits provided through the contract employer

In-Office, Monday thru Friday

Mail Associate

The Mail Associate is responsible for managing incoming and outgoing mail for the office and efficiently processing return mail notifications received by the clearing firm. This role involves maintaining accurate records, printing and mailing outgoing mail, image archival retrieval, and ensuring prompt resolution of return mail issues. Additionally, the Mail Associate is tasked with processing return mail physically received in the office and communicating effectively with advisors regarding any relevant notifications.

Key Responsibilities:

Incoming/Outgoing Mail:

• Pickup/deliver the mail daily (M-F) at the post office (within walking distance).
• Distribute incoming mail to the appropriate department.
• Print and prepare envelopes for outgoing mail as needed by Operations.

Manage Return Mail Notifications:

• Keep a detailed spreadsheet of return mail notifications received by the clearing firm.
• Send notifications to the firm based on the type of return mail received.
• Acknowledge receipt of return mail notifications promptly.

Image retrieval

• Assist with pulling archived images from our clearing system to our internal system as needed.

Process Return Mail Received in Office:

• Open and scan return mail received physically in the office.
• Create service requests for tracking purposes.
• Correct address keying errors to ensure accurate record-keeping.

Communicate with Advisors:

• Send notifications to advisors regarding return mail received, ensuring timely and clear communication.
• Handle lost security holder notifications and other relevant communications as necessary.

Maintain Documentation and Tracking Systems:

• Maintain a tickler system to track return mail and ensure follow-up on unresolved issues.
• Enter unresolved return mail data into the back-office system for further handling.

Additional Duties as assigned:

• Perform any additional tasks or projects assigned by management.

Qualifications:

• Previous experience in a similar administrative or clerical role preferred.
• Proficiency in spreadsheet software and data entry skills.
• Strong attention to detail and accuracy in data management.
• Excellent communication skills, both written and verbal.
• Ability to work independently and prioritize tasks effectively.
• Familiarity with financial services or clearing firm operations is a plus.

In compliance with the Americans with Disabilities Act, TradePMR will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with Human Resources.

TradePMR is an Equal Opportunity Employer. EEO/ADA

Job Types: Full-time, Contract

Pay: From $19.00 per hour

Expected hours: 40 per week

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Gainesville, FL 32606 (Required)

Work Location: In person

Salary : $19