GTC New Business Specialist
GTC New Business Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
GENERAL DESCRIPTION OF POSITION
The GTC New Business Specialist is responsible for ensuring the timeliness and accuracy of new account documentation and incoming transfers are processed.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Sets up new IRA Escrow Bond Proceeds and Gamma accounts. This duty is performed as needed.
2. Processes all incoming transfers rollovers and InKind requests. This duty is performed as needed.
3. Ensures all CIP/guidelines are followed per regulations. This duty is performed daily.
4. Reviews edit list for checks received and posted and ensure pending documents can be completed. This duty is performed daily.
5. Collects and maintains deceased account documentation and prepare checklist. This duty is performed as needed.
6. Communicates with Brokers and clients regarding problems or issues with paperwork. This duty is performed daily.
7. Conducts followup calls on pending incoming transfers. This duty is performed as needed.
8. Completes weekly tracking log report. This duty is performed weekly.
9. Conducts quality control on recently established new accounts and transfer processes. This duty is performed as needed.
10. Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly.
11. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.
12. Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required.
EDUCATION AND EXPERIENCE
High school or GED plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing clerical/administrative equipment operation etc plus 7 to 11 months related experience and/or training or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to read and understand simple instructions short correspondence notes letters and memos; ability to write simple correspondence. ability to read and understand documents such as policy manuals safety rules operating and maintenance instructions and procedure manuals; ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in persontoperson and small group situations with customers clients general public and other employees of the organization. ability to read analyze and understand general business/company related articles and professional journals; ability to speak effectively before groups of customers or employees.
MATHEMATICAL SKILLS
Ability to add subtract multiply and divide in all units of measure using whole numbers common fractions and decimals. Ability to compute rate ratio and percent and to prepare and interpret bar graphs.
CRITICAL THINKING SKILLS
Ability to utilize common sense understanding in order to carry out written oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.
REQUIRED CERTIFICATES LICENSES REGISTRATIONS
Not indicated.
PREFERRED CERTIFICATES LICENSES REGISTRATIONS
Not indicated.
SOFTWARE SKILLS REQUIRED
Basic: 10Key Accounting Programming Languages Word Processing/Typing
WORKING CONDITIONS
Normal working conditions as found within an office setting wherein there is controlled temperature and a low noise level plus a minimum of distractions.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Moderate diversity low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with highlevel diversity and decisionmaking.
While performing the functions of this job the employee is regularly required to talk or hear; frequently required to walk sit use hands to finger handle or feel; and occasionally required to stand reach with hands and arms stoop kneel crouch or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
ADDITIONAL INFORMATION
Not indicated.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
