Processing Equipment Operations Supervisor jobs in Omaha, NE

Description:

The processing team is responsible for processing all backend processing of paperwork/transactions for investments in a variety of systems and platforms

Rules and regulations for FINRA/investment regulations are everchanging and must be able to adapt to new policies and procedures

Dependent on specialty (Cashiering, Margin, New Accounts or Transfers), tasks will vary but a processors main tasks is to receive tickets and process them.

Responsible for processing up to 40 tickets daily

As a newer processing representative, they are typically started on processing cashiering transactions and eventually are cross-trained on more difficult tasks such as margins/transfers/etc.

Level of Operations – Processor 1, 2 and Senior but all will begin as a Processor 1, learn the ropes and work their way up.

Cashiering -

• Money movement transactions
• Processing IRA distributions

Margins-

• More specialized transactions

New Accounts -

• Examples of some of these transactions are if someone passes away and the current account needs to be reopened under the beneficiary's name, address changes, uploading miscellaneous documents

Transfers -

• Bringing in or taking out funds from an external account
• Transferring an external investment account to a new advisor

Additional Skills & Qualifications:

Personality Skills:

• High attention to detail, analytical mindset, and problem-solving skills
• Ability to work independently and maintain high levels of quality
• Ability to work and remain focused under pressure
• Ability to participate and contribute in a team environment
• Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), Client Central and back office functions
• Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.