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HFA Operational Support Specialist in Columbus at Huntington

Date Posted: 1/17/2019

Job Snapshot

Job Description

The HFA Operational Support Specialist -- Account Processing plays a critical role in the successful execution of the firm's documentation review requirements. The specialist will work within an established workflow to review and provide timely feedback to investment representatives regarding submitted items. The position is the first interaction with the field when updating an account, therefore the ability to consistently provide a high-quality review is required.

Responsibilities:

  • Review and process new account documentation for quality assurance and proper setup.
  • Provide administrative support to investment teams as it relates to account maintenance, customer due diligence, and document processing.
  • Work within established Service Level Agreements in high volume processing queues.
  • Maintain detailed knowledge of company operations and organizational policies and procedures.
  • Coordinate a variety of complex tasks under minimal supervision.

Basic Qualifications:

  • Minimum of 1 year in an Investment/Brokerage Operations role
  • High School Diploma

Preferred Qualifications:

  • Bachelor's Degree
  • Desire to obtain FINRA Series 99
  • AML/KYC review knowledge and experience
  • Must be able to work independently with deadlines and able to multi-task
  • Ability to work in a fast paced environment with production and quality demands

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.
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