Our client, a Global Investment Banking firm located in midtown Manhattan is seeking an Intake Financial Presentation Operator to work REMOTE Third Shift Monday12A-Saturday 8A
The position is currently remote, however will be returning to ON SITE in the foreseeable future.
Job duties
( denotes an “essential function”)
Uses advanced knowledge to complete complex and/or advanced work requests; assists with all work requests, as needed
Applies own creativity & encourages team members to use design and layout elements in presentations or materials to effectively support the client’s intended message
Responsible for production of work in terms of the consistency, accuracy, and quality of delivery. Focuses on individual accountability of team members and alternative planning, as needed
Exemplifies proper professional expectations for team members when dealing with client requesters and client work requests
Responds to customer inquiries and complaints in a timely and professional manner
Works closely with Account Manager in implementation of administrative requirements of the account and/or other procedures or systems
Communicates regularly with Account Manager on issues affecting capacity, response time, and/or technical issues relating to work requests
Job qualifications
Minimum of 3 years prior office experience, presentations or design experience
Expert knowledge of Microsoft Office Suite (PowerPoint, Excel, Word) Expert knowledge of Adobe Creative Suite
Map Info & Arcgis a plus.
Adept in using department-specific equipment/technology/software
Ability/desire to learn new software packages
Ability to articulate ideas, motivate the team and follow policies and procedures to manage client expectations and promote a healthy work environment
Attention to detail with emphasis on accuracy and quality
Outstanding communication and interpersonal relationship building skills verbally, written, through email and by telephone
Ability to work in a fast-paced, deadline driven team environment
Ability to prioritize work and/or balance multiple projects
Maintain professional composure; especially when working with immediate or escalated deadlines or issues
Good judgment and organizational skills with sound decision-making ability and solutions-oriented approach with the ability to ask for and follow directions.
Ability to work both independently and collaboratively as part of a team
Handle sensitive and/or confidential documents and information
Understands the concept and can execute the strategy of hands-on customer service
Ability to assign the correct priority to work requests based on experience and following established guidelines
Experience as Workflow Coordinator a plus
Advanced PowerPoint and Excel
Advanced Photoshop, Adobe Illustrator
