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Transaction Proessor in Covington, KY at Veritude

Date Posted: 10/11/2018

Job Snapshot

Job Description

Veritude is hiring for Transaction Processors at Fidelity Investments in Covington, KY

1.   PURPOSE/OBJECTIVE

Position supports all Fidelity business units by processing investments, fee payments and retirement contributions to customer accounts including checks received centrally, through investment centers and scanned remotely.    

2.   MAJOR RESPONSIBILITIES:

Process checks by utilizing multiple applications locating customer account/fund(s), validating necessary paperwork on file, identifying transaction type/year, in-good order (IGO)/not-in-good order (NIGO) review leveraging complex check acceptance rules, keying check data and processing trades timely and accurately according to customer intent.

3.   RISK EXPOSURE

The Lookups Associate is responsible for high risk monetary transactions that have direct impact to Fidelity’s internal business partners, end customers and external institutions.  Transaction processing has the potential for significant financial, regulatory and reputational risk.

4.   SKILLS/KNOWLEDGE  

  • Ability to complete assigned tasks both timely and accurately
  • Ability to work effectively in a team environment
  • Excellent written and verbal communication skills
  • Strong customer service focus
  • Ability to complete work by prioritizing multiple tasks to meet tight time constraints
  • Ability to navigate between multiple applications
  • Knowledge of Fidelity’s mainframe systems, XTRAC and various Inbound applications 
  • Working knowledge of MS Office including Excel, Outlook, Word, etc.
  • 10 key keying skills (Target: 8k keystrokes/hr, Accuracy of 99.95%)
  • Flexibility- This role requires associates to occasionally have to stay late/come in early and come in on days off
  • Ability to work in a fast paced, metric driven environment
  • Work experience in a risk controlled environment (preferred)
  • Knowledge of Fidelity’s mainframe systems, XTRAC, and various Inbound applications (preferred)
  • Strong organization skills with meticulous attention to detail

5.   WORK CONDITIONS

  •  Office environment, all work completed on PC
  •  Requires extensive concentration/focus for extended periods of time

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