Investment Operations & Contract, Licensing and Registration Assistant
Investment Operations & Contract, Licensing and Registration Assistant
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Salary Not Disclosed
1 Vacancy
Job Description
Investment Operations & Contract Licensing and Registration Assistant
(Full Time & In Office) JOB DESCRIPTION
Primary Duties:
- Open and distribute mail. Prepare outgoing NMIS pouch mail or overnight mail.
- Maintain daily bank deposits check and order logs for Agency Supervisory review/approval.
- File and log appropriate correspondence and forms.
- Processes account maintenance requests.
- Support the Investment Operations Manager with various administrative projects on an ad-hoc basis
- Using Home Office systems administer input track and follow-up on requirements and appropriate paperwork for contracting licensing or registration of personnel. This includes new personnel changes to existing personnel or termination of personnel.
- Provides information on the technical requirements of the contracting licensing and registration process to appropriate personnel.
- Act as liaison between the Network Office and Home Office throughout the entire contracting licensing and registration processes.
- Act as liaison between the Network Office and background investigation company for requesting and follow up of inspection reports. Flag findings to the Managing Partner and/or Director of Network Office Supervision for determining appropriate action.
Skill Set:
- Strong oral and written communication skills required; ability to clearly present information through spoken or written word read and interpret information. Good listening skills needed as well with a customer and team focus.
- Ability to multitask is required; action-oriented personality is required.
- Ability to maintain a high degree of confidentiality is essential.
- Ability to use high degree of diplomacy in handling difficult situations.
- Ability to problem solve and take action in solving problems while exhibiting judgment and a realistic understanding of the core issues; able to use reason; able to review facts and weigh options.
- Strong organizational skills needed and attention to detail.
- Able to maintain high quality standards despite pressing deadlines.
- Ability to think on your feet and adapt to a fast paced changing environment.
- Must be proficient in Microsoft programs (Word Outlook & Excel).
- Ability to be a team player.
Employment Type
Full-Time
