Blue Sky Specialist II Job
Blue Sky Specialist II (Job Number: 1314888)
Description
Maintains and reconciles client batches, matches checks with paperwork. Reviews reports and forwards to client services for approval.
ORAL COMMUNICATION SKILLS: Presents to or exchanges information with members of own department and occasionally outside of the work group. Participates in group meetings to exchange status, data, etc. Responds to moderately complex inquiries. Relays to, and gathers routine information from employees and/or outside vendors, customers or the public. Develops agendas/programs.
WRITTEN COMMUNICATION SKILLS: Composes routine correspondence and documentation within area. Prepares, formats and edits routine to complex documents. Composes routine correspondence.
CLIENT CONTACTS: Maintains effective contacts at various levels in the organization. Begins to build external client contracts and is regularly available and responsible to their interpersonal and business needs.
LEADERSHIP: Provides occasional guidance to team members within the functional area.
QUALITY: Errors have moderate impact. Identifies errors or problems and independently investigates; recommends solutions to team members or supervision. Coordinates data preparation, reviews operations documentation and recommends changes to improve operating objectives and/or compliance.
SUPERVISION RECEIVED: Works under limited supervision. Follows established procedures. Plans own work. Suggests methods and procedures for new work assignments, reviewing with supervisor for input or approval.
Qualifications
KNOWLEDGE: Demonstrates thorough understanding of primary duties and the skills required to accomplish them accurately and safely at a competent level.
EDUCATION: Some college course work or equivalent experience. Major: Any arts or science
JOB-RELATED EXPERIENCE: A minimum of one year
Primary Location: Lynnfield, MA, US
Internal Jobcode: 30846
Job: Asset Servicing
Organization: GFI Client Service Delivery-HR08950
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