Brokerage Clerk

Location: Rochester, New York
Posted On: 3/7/2017
Job Code: 2510_Broker_NY
Job Description
Job opportunity with Banking client in Rochester, NY

Job Brief :
• Responsible for providing reports, submitting request and ensuring completion by the carrier/sponsor.
Category:Non-IT  code:new
Job Requirements
Required Skills:
• Prepare client communication and documents for outbound mail per industry regulations
• Sort and distribute time sensitive mail according to department procedures
• Monitor work basket to complete assigned tasks
• Form processing (example ACH Standing Instructions, Periodic Investments
• Communicate and follow up on all items that are not in good order
• Account restrictions for death notifications and communication to Advisors, Attorneys, and Beneficiaries/Executors
• Cost basis research and maintenance to client records
• Maintain centralized department files per industry and audit regulations
• Resolution to missing documents within assigned regions

To apply, please call Vishal Akhani at 973-774-7810 or email at

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Contact Details
Vishal Akhani