Equitable

Compensation

Full Description

Job Description: • Process disbursement related transactions • Work with offshore team to complete work timely and accurately • Review incoming documents for completeness and accuracy • Escalate any issues to the proper parties for review • Utilize multiple mainframe systems to process disbursement related transactions • Review AWD to confirm paperwork has been completed timely and is in order • Determine if paperwork is in order to process or refer to Not In good order (NIGO) unit for follow up • Validate original Medallion Signature Guarantee, if available • Review power of attorney documents and trust documents for signature compliance • Review disbursement transaction for company financial controls • Ensure all company federal and state compliance requirements are met • Work on Ad hoc projects as needed Requirements: • 1+ years of experience in financial services industry or customer service • Knowledge of the Disbursement process • Ability to handle multiple processes and prioritize workload and be organized and detail oriented • Ability to think creatively, communicate effectively both written and verbal, and work collaboratively • Self-starter; ability to work independently with little supervision while contributing as a team member • Sound analytical, problem solving and decision making skills • Reliable with the ability to meet attendance and punctuality standards • Ability to handle sedentary nature of job • Demonstrated accountability and sense of urgency Benefits: • medical • dental • vision • a 401(k) plan • paid time off