GTC Operations Support Specialist

GENERAL DESCRIPTION OF POSITION

The GTC Operations Support Specialist is responsible for assisting with the preparation of IRA statements tax reporting document imaging and the distribution of all incoming/outgoing mail.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Reviews and analyzes reports to ensure statements are generated correctly for statement cycles. This duty is performed as needed.
2. Reviews and analyzes reports to ensure tax preparation files are accurate. This duty is performed as needed.
in the preparation of IRA statements and IRS tax reporting. This duty is performed as needed.
4. Prepares and scans hard copy files to electronic images assures quality image and archives to imaging database. This duty is performed as needed.
5. Indexes documents after scanning. This duty is performed daily.
6. Sorts and file all IRA closed accounts and vault paperwork. This duty is performed as needed.
all incoming mail and deliver to appropriate personnel. This duty is performed daily.
8.Generates and ensures outgoing mail files are accurate before releasing to printing vendor. This duty is performed daily.
and post all outgoing company mail. This duty is performed as needed.
10. Complete 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

Knowledge of a specialized field (however acquired) such as basic accounting computer etc. Equivalent of four years in high school plus night trade extension or correspondence school specialized training equal to two years of college plus 2 years 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

Intermediate: Word Processing/Typing

Basic: 10Key Accounting Alphanumeric Data Entry Spreadsheet

WORKING CONDITIONS

Periodically exposed to such elements as noise intermittent standing walking pushing carrying or lifting; but none are present to the extent of being disagreeable.

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 frequently required to use hands to finger handle or feel talk or hear; and occasionally required to stand walk sit 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

Must be able to understand the importance of detail and accuracy
Must be familiar with using imaging mail postage machines and other computer related products
Must have strong communication organizational and interpersonal skills
Must have the ability to remove staples sort file and box records
Must have the ability to read analyze and interpret business procedures governmental regulations and training manuals
Must have the ability to write reports business correspondence and procedure manuals
Must have the ability to apply mathematical operations to such tasks as frequency distribution determination of test reliability and validity analysis of variance correlation techniques sampling theory and factor analysis
Must have the ability to define problems collect data establish facts and draw valid conclusions
Must have proficiency in Microsoft Office spreadsheets accounting software general ledger accounts receivable accounts payable Internet and email

Required Experience:

Unclear Seniority