Processing Clerk Job in Amarillo, Texas Us
Processing and generating rep letters for returned mail; Talking to reps and performing change of representative and change of broker dealer; Researching and resolving errors associated with processing daily CDP files. Generating new account welcome letters to clients and representatives; Update Client accounts based on information received from representatives and clients; Make changes to clients name and address based on forms received via mail and AWD
Qualification Rating
Background Checks
Employment Eligibility * Yes
Clerical
File Sorting *
3 (Moderately Strong) of 5 (Expert)
Filing *
4 (Very Strong) of 5 (Expert)
Typing 60 wpm Yes
Education
Diploma * Yes