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Platform Support Specialist/Statement Processor
Platform Support Specialist/Statement ProcessorArgent Financial Group • Birmingham, AL, US
Platform Support Specialist / Statement Processor

Platform Support Specialist / Statement Processor

Argent Financial Group • Birmingham, AL, US
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  • [job_card.full_time]
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Job Description

Job Description

Platform Support Specialist / Statement Processor

Job Summary

The Platform Support Specialist / Statement Processor is primarily responsible for building statement layouts and processing, reconciling, and distributing client statements produced on the AddVantage system.

Supported Platforms

  • FIS AddVantage Trust System and Web Portal
  • FIS Investor’s View
  • Envestnet Trading Platform and Web Portal
  • DocuSign
  • LexisNexis

Duties and Responsibilities

  • Statement Generation : Prepare, verify, and distribute monthly and periodic statements to Argent clients.
  • Data Management : Maintain organized records, ensure data integrity, and support reporting needs.
  • Issue Resolution : Investigate and resolve statement discrepancies and system and statement related issues.
  • Platform Support : Assist the Platform Support team with user access maintenance and reporting as needed.

    • This position reports directly to the Systems Administration Supervisor.

    Knowledge, Skills, and Abilities

  • Strong interest in becoming highly proficient with the FIS (SunGard) AddVantage system
  • High attention to detail with strong analytical, research, and communication skills
  • Basic knowledge of financial markets and investments preferred
  • Comprehensive understanding of accounting principles
  • Ability to prioritize tasks, work independently, and meet objectives with minimal supervision
  • Proven ability to identify, investigate, and resolve statement and system issues

    • Credentials and Experience :

  • College degree in Computer Science or business-related field preferred or
  • Two years’ related experience or
  • Equivalent combination of education and experience.

    • Special Requirements :

  • Willing to work a flexible schedule which may include overtime, holidays, and weekends as requested by management.
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