Processing Associate (Broker Dealer)

Administrative Edison, New Jersey


Description

COMPANY DESCRIPTION:

Foresters Financial is a financial services firm with administrative and operations offices located in Edison, NJ and on Wall Street as well as regional sales offices located nationwide.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Review incoming mail to determine if it is in good order for processing
  • Batching checks for deposits
  • Scanning checks for deposit to the bank
  • Reconcile end of day figures
  • Field any emails, phone calls, correspondence and follow-up that is required
  • Research incomplete instructions for necessary clarification; keep documentation for our records
  • Review items that cannot be processed with Supervisor
  • Compile information for reporting statistics on the department workflow
  • Back up other functions in the department
  • Willing to learn other functions in the area and work on projects that arise

 

EDUCATIONAL REQUIREMENTS:

  • College preferred

 

EXPERIENCE AND BACKGROUND REQUIREMENTS:

  • Self-starter
  • Ability to multi-task and work in a team environment
  • Ability to clearly communicate both verbally and in writing
  • Strong organizational and follow-up abilities
  • Detail oriented, accurate processing
  • PC experience (preferred – in Microsoft Access, Word and Excel knowledge a plus)
  • Pleasant phone manner
  • Reliable/willingness to work overtime, as needed (after 5:00 p.m.)
  • Motivated, focused and strong desire to learn and grow in the Company

 

WORK ENVIRONMENT:

  • Office

 

Foresters Financial is an Equal Opportunity Employer.