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Business Operations Technician
Ref No.: 19-07674
Location: St. Paul, Minnesota
Pay Rate : $ 23.50 /Hour
Title: Business Operations Technician
Location: 400 Robert Street North, St. Paul, MN
Duration: 3 months with possible extension/conversion
Est. Start Date: ASAP (targeting 12/16)

What you would do in this job:
  1. Verify proper registrations and appointments of representatives and/or managing partners as well as ensuring representative information is accurate and complete on submitted applications.
  2. Indexing applications with client name, account registration and rep code(s).
  3. Researching Pershing Investment Professional codes, as needed.
  4. Ensure proper documents are forwarded to internal associates for processing within 2 hours.
  5. Monitor email inboxes and appropriately address received emails within 2 hours of receipt.
  6. Respond to inquiries and research problems from advisors, managing partners and internal associates.
  7. Compose written communication to shareholders, advisors and internal associates.
  8. Submit applications to outside companies.
What we'd expect from you:
  1. Strong attention to detail.
  2. Excellent time management skills and self-direction.
  3. Excellent organizational skills and ability to prioritize multiple tasks.
  4. Ability to work efficiently under pressure and meet short turnaround deadlines.
  5. Excellent verbal communication skills; strong customer service orientation.
  6. Demonstrated problem-solving skills with the ability to take initiative and be pro-active.
  7. Ability to use discretion when dealing with sensitive and confidential information.
  8. Ability to handle time-sensitive issues and maintain the highest level of quality when dealing with critical transactions.
  9. Typing skills of 35wpm. Strong spelling and proofreading skills.

*Please note: Fingerprinting and background checks are conducted for this position