Document Review Specialist Position Available In Dauphin, Pennsylvania
Tallo's Job Summary: This job listing in Dauphin - PA has been recently added. Tallo will add a summary here for this job shortly.
Job Description
Document Review Specialist 3.1 3.1 out of 5 stars Harrisburg, PA 17101 • Hybrid work Job Title –
Document Review Specialist Location:
Harrisburg, PA 17101 Hybrid (3 days office and 2 days remote)
Duration:
6+ months with possible extension
Job Description:
During training (approx. 2 weeks) will be required to be in office 5 days a week.
Required :
Associate’s Degree Post-High School Education Preferred:
Financial background 2 years’ experience in related field As Transfer Agent for the LGIPs, we partner to create tailored solutions for specific needs and advise public sector institutions. We helped develop the first local government investment pool (LGIP), have since expanded our work across 18 programs with thousands of investors nationwide, and offer a wide variety of options for LGIPs that are tailored to the needs and objectives of each program or fund. Our approach to managing pools is to use a common infrastructure for operations while adapting programs to meet the specific needs of local government investors in a state. Efficient and detail-oriented individuals will be able to showcase their talents and develop long-lasting relationships through excellent verbal and written communications. Evaluate all incoming faxes received at Client Services Group lines and distribute as closely to real time as possible to ensure smooth intradepartmental operations. Evaluate and distribute all Harrisburg, PA office location correspondence imaged and routed from the Internal Operations department. Gather and prepare Research Team Daily Folders for regular review by principal signer; ensure all required documents are present and coordinate with Research Analysts to maintain accurate record keeping of daily fund operations. Aid Research Team in response to quarterly and annual audits by retrieving requested documents from internal applications.) Promptly process client forms as assigned by PFMAM Client Relations and Research Teams necessary for
PFMAM LGIP
account maintenance in internal systems per all organization compliance policies. Promptly review and approve client form work processed by Research Analysts. Provide ad hoc assistance to Research Team projects and initiatives. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 901 certification. ET_RV01
