Car Detailer

posted:
Location
SAN ANGELO, Texas
Industry
Other (Office and Administrative Support Occupations)
Job Type
Temporary
Working Hours
8-5
Salary
9.85
Ref. Number
san 1126
Contact
Spherion
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Job Description

Supports investment services by reviewing, correcting, and completing transaction documentation; answering client inquiries.

 

 

 

Skills

Skills/Qualifications:Financial Skills, Financial Planning and Strategy, Financial Software, Reporting Skills, Analyzing Information , General Math Skills, Research Skills, Customer Service, Verbal Communication, Attention to Detail, Business Knowledge

Responsibilities

Duties:

 

* Serves clients by preparing account opening documentation; updating documentation.

 

* Ensures transaction documentation by tracking documentation status; reviewing transactions; identifying, resolving, or escalating problems.

 

* Provides investment services information by preparing, copying, and distributing daily reports; inputting data; reconciling accounts.

 

* Resolves client issues by providing information and explanations; responding to inquiries and requests.

 

* Protects client and company interests by verifying processing compliance with internal and external guidelines; reviewing account security information; keeping information confidential.

 

*Supports investment team by providing clerical support and telephone back-up.

 

* Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

 

* Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.