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Mail Operations Representative

Dresher, PA

Posted: 08/28/2018 Employment Type: Direct Hire Areas of Expertise: Office Positions Job Number: 98624 Pay Rate: $14.25/hr

A Mail Operations Representative is needed for a Direct-hire position in Dresher, PA!

Our client company is one of the largest national retirement, health savings, and college savings services provider in America. With over 8 million customers and 35 years in the business, the company is thriving! They provide personalized solutions and pioneer their industry by integrating advanced technology—creating the best client experience they possibly can.  

The Mail Operations Representative is responsible for providing client services, handling mail requests, and performing all mail related tasks. The ideal candidate works well in a team and is flexible! This position receives $14.25 an hour.

Responsibilities of the Mail Operations Representative include:

  • Protecting and securing all client data to prohibit unauthorized access to and/or improper transmission of information that could result in harm to a client.
  • Meeting/exceeding department productivity and quality standards.
  • Reviewing financial vouchers to ensure all batches are in good order within proprietary systems.
  • Utilizing remote check deposit software to transmit time sensitive checks to the bank.
  • Sorting and preparing incoming mail based on plan, transaction type, and documented procedures.
  • Scanning and archiving prepared batches.
  • Processing requests through document capture and storage applications.
  • Providing exceptional client service skills.
  • Completing core corporate training and develop solid knowledge of systems.
  • Staying up-to-date on 529 and financial services industry knowledge in support of clients.
  • Providing suggestions on how to improve quality/productivity.
  • Being willing to assist other functional areas.

Perks of Working with Our Client Company:

Our client company takes care of their employees by offering those with permanent positions a comprehensive benefits package that includes:

  • Health and Dental insurance
  • Life and Disability insurance
  • Mental health care
  • 401K plan
  • Performance bonus
  • Maternity and Paternity leave
  • Paid Time Off and Paid holidays
  • Tuition assistance
  • Opportunities for advancement
  • And more!

Requirements:

  • Associate’s or Bachelor’s Degree preferred
  • Minimum 6 months of experience in a professional work environment preferred
  • Thrives in a busy work environment
  • Strong problem-solving, organizational, and multitasking skills
  • Flexible and adaptable to changing business needs
  • Analytical with strong attention to detail
  • Proficient with PCs and typing
  • Prior financial service industry or Cashiering/Reconciliation experience
  • Series 6 and 63 licenses are preferred
  • Solid verbal, written, and interpersonal communication skills
  • A team player who possesses leadership qualities and works well independently

Alyssa Mahoney

Alyssa has been in the staffing industry for 5 years. She places top talent in the accounting/finance, human resources, and office/call center areas. She has experience recruiting nationwide and assisting job seekers in their next career.
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