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Sr Ops - Advisory

Company: Aston Carter
Location: San Diego
Posted on: January 15, 2022

Job Description:

Qualifications:0-2 years in the brokerage, accounting or financial services industryWorking knowledge of Microsoft products specifically, Excel, Word and AccessStrong problem solving skillsStrong analytical skillsKeen attention to detailExcellent verbal and written communication skillsAbility to perform under pressure to meet deadlinesBachelor's degree or equivalent preferredDescription:The Sr Operations Specialist is responsible for account maintenance as it relates to Advisory account billing using various systems including ADIET, BETA, Access databases, Documentum, IFS and other internal supporting applications. The ideal candidate will be detail-oriented, able to flourish in a fast-paced setting under pressure, and possess the desire to improve processes. Where average handle times have been established, Sr Operations Specialists will be expected to perform those tasks within 15% of the AHT. Further, where accuracy measures have been established, Sr Operations Specialists will be expected to perform those tasks above 95% accuracy at all times. The below list of responsibilities should not be considered all-inclusive and can change as the needs of the team and role evolve.Responsibilities:Monitoring accounts below program funding requirements and missing documents for terminationDirect Bill maintenance and processingFee adjustment processing - cycle changes, terminations, rep changes, conversions and billing correctionsCorrespondence with Portfolio Managers regarding account termination and liquidation ordersCoordination with internal departments for processing of journals, distributions, account opening, trading, compliance and performanceAssist with resolution of fee and termination inquiries and issuesProcessing - fee posting, manual batch tickets, custom billing processing and batchingUpdating/Maintaining accurate policy and procedure documents

About Aston Carter:

At Aston Carter, we 're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions - from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.
Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients ' capabilities by seeking solvers and delivering solutions to address today 's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Keywords: Aston Carter, San Diego , Sr Ops - Advisory, Other , San Diego, California

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