SUMMARY

Handles clerk type responsibilities in banking assisting with all cases.

RESPONSIBILITIES

  • Responsible for a thorough understanding of the banking function as it relates to Class Action Settlements, Securities Cases, and other distributions.
  • Assist in printing checks/writing funds for class action distribution.
  • Secure account opening documentation.
  • Prepare reports for Senior Management.
  • Other responsibilities as assigned.

ABILITIES/KEY COMPETENCIES/SKILLS

  • Strong math and/or financial aptitude,
  • Ability to communicate effectively, both orally and in writing.
  • Proficient computer skills in Microsoft Office, specifically with Word and Excel.
  • Strong organizational and problem-solving skills and strong attention to detail.

EXPERIENCE/CERTIFICATES/EDUCATION

  • 2+ years of financial or banking experience in a professional services environment; or equivalent combination of education and experience.

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