Under direct supervision, performs one or more of the following functions: (i) billing and processing of payments made via lockbox, check, wire and loans as well as payment changes and daily reconciliations. (ii) reporting and verifying values and checking for incoming payments via wire and lockbox; and (iii) receiving, documenting and assigning incoming requests received via e-mail and mailbox.
Duties, Responsibilities & Essential Functions:
1-Processes and mails monthly billings. Processes ACH returns, mode and
frequency changes, bank changes, correspondence and daily
reconciliations. Responsible for periodic checks for
incoming wires or lockbox. Maintains premium, check and wire logs.
Mails transaction confirmations.
2-Coordinates all calendar and ad hoc reporting for client or client
representatives- includes anniversary packages and quarterly statements.
3-Tracks and responds to all auditor requests for standard confirmation
4- Manages incoming e-mail box,
monitors/retrieves incoming mail, documents and assigns all incoming
requests through tracking system (STARS) and disseminates requests
received to those individuals to whom requests are assigned.
Minimum one (1) year of related office experience
Developed computer skills; including typing and Microsoft Office
Physical Requirements/ Working Conditions:
Working Conditions/Physical Requirements:
Normal Office Working Conditions
Work well with internal and external teams.
The above statements are intended to describe the general nature and
level of work being performed by individuals assigned to this job. They
are not intended to be an exhaustive list of responsibilities, duties
Physical Requirements/ Working Conditions: Normal Office Working Conditions
At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.
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