Your Role and Responsibilities
As an Operations Analyst, you will be responsible for activities related to the administration of the new account process, document management, mail support and other responsibilities within the Operations department, while striving to create efficiencies with new and existing procedures
Responsibilities

• Establish new client accounts into CRM Database and follow -up for missing client documents
• Generate, merge, email client welcome letters
• Archive & Retrieve documents from database
• Project and administrative support including data entry

Required Technical and Professional Expertise

• 0-1 year of Experience
• Graduate degree in Finance, Banking or related field
• Working knowledge of MS Office
• Ability to process large volumes, in an accurate & timely manner
• Good typing speed