Processing Clerk

Responsibilities

:

• Review and process incoming paperwork and distribution transactions for accuracy and completeness.

• Communicate professionally with internal and external clients to collect and verify required information.

• Maintain high attention to detail while handling financial and legal documents.

• Utilize strong analytical skills to research and resolve processing issues.

• Ensure compliance with policies, procedures, and applicable regulations.

• Collaborate with team members and management to improve efficiency and meet service standards.

• Use Microsoft Excel and other systems to track, update, and manage data.

• Prioritize and manage caseloads effectively to meet deadlines.

• Provide excellent written and verbal customer service support.

• Demonstrate flexibility by working overtime when required.

Qualifications:

• High school diploma with at least one year of business experience.

• One year of experience using Microsoft Excel.

• Prior experience in retirement services preferred.

• Strong problem-solving, organizational, and multi-tasking skills.