Our client, a Global Investment Banking firm located in midtown Manhattan is seeking an Intake Financial Presentation Operator to work REMOTE Third Shift Sunday12A-Friday 8A. There will be on site training for 2 weeks from 10A-6P at their Midtown West location.
The position is currently remote, however will be returning to ON SITE in the foreseeable future.
Job duties
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
Core Qualifications: The ideal candidate should be comfortable in a fast-paced, deadline-focused environment. They must demonstrate exceptional attention to detail, strong multitasking abilities, the ability to take initiative, make decisions effectively, and possess excellent organizational skills. Excellent verbal and written communication and interpersonal skills are mandatory.
Responsibilities for this role include:
Serving as the initial point of contact for client requests.
Receiving and processing job requests while ensuring proper information is gathered.
Directing requests through the appropriate workflow, including verifying details, assigning jobs to graphic operators, and communicating with clients regarding deadlines and status updates.
The role involves managing work requests across the team, handling multiple projects, and effectively navigating escalated deadlines or challenges.
This position may appeal to individuals with experience in areas such as project coordinator, administrative roles, or data entry, given the skill set required.
Experience as Workflow Coordinator a plus
Advanced PowerPoint and Excel
Advanced Photoshop, Adobe Illustrator
