Job Title: CCOISC Operations Spec I
Job ID: 391621
Location: Riverside, RI
Full/Part Time: Full-Time
Regular/Temporary: Regular Return to Previous Page Responsibilities CCO Investment Services Corp. is responsible for providing a complete line of investment and insurance products and functionality to our Financial Consultants and our clients. The primary function of an Operations Specialist is to perform all aspects related to the operational needs of a broker dealer. Opens, sorts and reviews all mail received. Scans and indexes investment account paperwork into Tritek imaging system. Process requests from operations specialists to pull and separate original documents when necessary. Archives incoming mail from clients and pouches in accordance with established productivity and quality standards. Researches and resolves original and queue pull issues and re-scans documents as a result of research. Qualifications High School Diploma or GEDAbility to multi-taskStrong interpersonal and communication skills Proficiency in MS Excel, MS Word and MS OutlookKnowledge of scanning procedures preferredAbility to work in a fast-paced production enviornmentGood organizational skillsAttention to detail to ensure documents are accurately scanned Analyticals skills to determine proper desination for returned/misrouted images Ability to lift boxes weighing 25 lbs. Hours and Work Schedule Hours per Week: 40
Work Schedule: Monday-Friday 8:00AM-5:00PM Equal Employment Opportunity It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
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