About The Role

Management Level

I

PURPOSE OF POSITION

Under general supervision, the Processing Clerk will be responsible for the review, tracking and processing of transactions from both internal and external partners

ESSENTIAL DUTIES & RESPONSIBILITIES

Tracking, reviewing and processing of items
Prepare and maintain reports
Assists with various project related activities, on an as needed basis
Other duties and responsibilities as assigned

WORK ENVIRONMENT AND PHYSICAL DEMANDS

Essential functions are typically performed in an office setting
Noise level is medium
Visual level is high
Lifting required, typically less than 20 lbs.
Able to endure prolonged seating/standing associated with the performance of essential functions.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

POSITION REQUIREMENTS

Proficient with Microsoft Word and Excel (beginners’ level)
Strong communication skills and attention to detail

Preferred

Working knowledge of legal transfer requirements
Financial services industry experience (transfer agent)

REVIEWED BY

Employee _____________________________________________________ Date_____________________

Manager _________________________________________________ Date_____________________

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.