Outside Investments Associate

Foresters Equity Services, Inc. Edison, NJ
POSITION SUMMARY:

Performs various clerical duties to support the processing of outside fund and outside insurance transactions for Foresters Financial customers. High volume of contact (email and phone) with FF Registered Representatives regarding outside transactions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

* Review incoming mail to determine if it is in good order for processing at the specified outside fund family or insurance group, and Independent order of Foresters. (ie., all appropriate forms have been submitted, the check is signed/dated properly, etc.)

* Update the mail log accordingly

* Utilize Docupace as required

* Facilitate ECompany directives as they pertain to the OI department

* Field any emails, phone calls, correspondence and follow-up that is required

* Contact the representative for any necessary clarification and keep documentation for our records

* Once the paperwork is deemed in "good order", the paperwork must be quality controlled, front-end-scanned, and forwarded to the appropriate outside institution

* Documents must be logged and warehoused for any necessary paperwork retrieval

* Transactions previously sent to an outside fund group must be reviewed and verified using DST Vision

* Foresters product transactions require a shell account be posted to the Company Mainframe and tracked until the policy is issued

* Back up the Networking functions to link accounts, approve commission payouts and research when necessary

* Back up the telephone transaction phone lines to accept liquidations, exchanges or maintenance requests from FF Representatives on outside fund accounts

* Compile information for reporting statistics on the department workflow

* Willing to learn other functions in the area and work on projects that arise

EDUCATIONAL REQUIREMENTS:

* College Preferred

EXPERIENCE AND BACKGROUND REQUIREMENTS:

* Self-starter

* Ability to multi-task and work in a team environment·

* Ability to clearly communicate both verbally and in writing

* Strong organizational and follow-up abilities

* Detail oriented

* PC experience (preferred - in Microsoft Access, Word and Excel knowledge a plus)

* Pleasant phone manner

* Reliable/willingness to work overtime, as needed (after 5:00 p.m.)

* Motivated, focused and strong desire to learn and grow in the Company

Foresters Financial is an Equal Opportunity Employer.