CAREER PORTAL

Hybrid- Document Specialist (Financial Background)

Hybrid – Document Specialist (Financial Background) n eeded for a  contract  opportunity with Yoh’s client located in  Fort Mill SC.
The Big Picture – Top Skills Should You Possess:

• Financial experience
• Experience with Outlook, Word, Excel require
• Experience with SmartSheet and BOX a plus
• Fort Mill (FM) | In-office: 3 days/week
• Workdays: Monday, Wednesday, Friday
• Hours: 9:00 AM - 5:30 PM
• Pay Rate- $18.00 hourly – $21.00 hourly

What You’ll Be Doing:

• Repapering Support – Provide repapering support to aid new advisors in moving their book of business for our client.
• Repapering support will be provided virtually and will include opening accounts, cash management and transfer paperwork.
• SmartSheet Tracking – Leverage this tool to communicate back and forth with advisors on items that are complete, in process and/or Not In Good Order.
• Assist with client communication mailings (Negative Consent Letter, Repapering) for various Institution conversions and interface with print vendors internal transition team.
• Obtain necessary approvals on mailing components (letters, inserts, data file, etc.) necessary for the mailing and provide to vendor to create mailing package to send to client
• Review soft and hard copy proofs of the mailing and provide approval to start producing packages
•  In some cases assist with tracking undeliverable client communications
• Complete and submit misc. formal document requests to BETA for Conversion/De-conversion projects.
• Assisting our team members with logging BETA (client System Vendor) work requests, typically in support of department initiatives, projects or regulatory requests.
• Be point of contact throughout the life cycle of a work request, including facilitating the review and approval of BETA's estimate for the work to be completed, coordinating testing where needed, helping resolve issues if necessary
• New hires will be trained on all repapering functions to be set up for success, however, 1-2 years of experience in New Accounts or Operations a plus

What You Need to Bring to the Table:

• Experience supporting advisors in various lines of business (wirehouse, regional, independent, RIA, institutions and retirement plans) a plus
• Experience with Outlook, Word, Excel required
• Experience with SmartSheet and BOX a plus
• Strong attention to detail
• Proactive, critical thinker who can work with little direction once given a project
• Multi-tasker in a fast-paced environment
• Ability to work as part of a team and completely independent

Recruiter: Claudia Holley
Yoh makes finding and applying for jobs simple. Partner with Yoh to find the right opportunities across multiple industries in the US and UK. Find out more  here.

Opportunity is Calling, Apply Now!


Estimated Min Rate: $12.60
Estimated Max Rate: $18.00

Note: Any pay ranges displayed are estimations.  Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description.  All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit  https://www.yoh.com/applicants-with-disabilities  to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.  All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.