Mail Operations Specialist for 529 Plans & Client Service

Ascensus; Kansas City (MO); Sur place; USD 38 000 - 52 000; Plein temps

Avantages offerts par ce poste

Tuition reimbursement

Reward programs

Paid time off

Medical, dental & vision benefits

Health Savings Account

401(k) & 529 match

Volunteer programs

Business casual dress

Résumé du poste

Ascensus is recruiting a Mail Operations Representative to handle mail requests for 529 plans, ensuring accurate processing, scanning, and archiving of documents in a fast-paced environment. You will work within a collaborative team to meet productivity targets while maintaining confidentiality and data security.

The role emphasizes strong attention to detail, organizational skills, and willingness to adapt to evolving technologies and procedures in a professional services setting.

Qualifications

• Associate’s or Bachelor’s Degree preferred.
• 6 months experience in a professional work environment preferred.
• Team player with strong analytic mindset and advanced problem solving, organizational and communication skills.
• Detail oriented, PC/keyboard proficient, flexible, self-motivated, ability to multitask and work well under pressure.
• Prior financial service industry experience or Cashiering/Reconciliation experience.
• Series 6 and 63 licenses are preferred.

Responsabilités

• Meet and exceed productivity and quality standards.
• Review financial vouchers ensuring batches are in good order.
• Use remote check deposit software to transmit time sensitive checks to the bank.
• Sort and prepare incoming mail by plan/transaction type.
• Scan and archive prepared batches.
• Process requests using document capture/storage applications.
• Support 529 plan client service with a team-oriented attitude.
• Protect confidential data and follow security procedures.

Connaissances

Team player

Analytic mindset

Problem solving

Organizational skills

Communication skills

Detail oriented

Multitask

Under pressure

Formation

Associate’s or Bachelor's Degree preferred

Outils

Remote check deposit software

Document capture/storage applications

Description du poste

Ascensus is recruiting a Mail Operations Representative to handle mail requests for 529 plans, ensuring accurate processing, scanning, and archiving of documents in a fast-paced environment. You will work within a collaborative team to meet productivity targets while maintaining confidentiality and data security.

The role emphasizes strong attention to detail, organizational skills, and willingness to adapt to evolving technologies and procedures in a professional services setting.