
Valuation Specialist
3 weeks ago
Role: Valuation Specialist
Exp 5+ years
Responsibilities:
- Review and update high volumes of investment valuation data
• Identify and assess the client's submissions to achieve compliant results
• Must process with efficiency and accuracy by using the proper methods/tools in accordance with company procedures
• Maintain records of client submissions, process client requests, and file documents
• Follow communication procedures, guidelines, and departmental policies and procedures
Qualifications:
- Strong written and verbal communication skills
• Proficiency with Microsoft Office
• Strong organization, ability to multitask, prioritize, and manage time effectively
• Ability to identify process improvements and efficiencies, strong problem-solving skills
• Ability to work under pressure, self-motivated, and resourceful
• Knowledge of Individual Retirement Accounts (IRA) and other investment accounts is a plus
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