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SS&C

Cloud-based SaaS for financial operations

Mail/Distribution Services Representative

Office Clerical & RecordsConfirmed live in the last 24 hours
Full-timeKansas City, MO, USA

About the Job

Requirements

  • A high school diploma or equivalent is required, along with 1 year of prior work experience.
  • Experience working night-shift hours is required; the weekend overnight shift requires prior overnight work experience.
  • Excellent attention to detail and accuracy are required.
  • Strong multitasking skills are required.
  • Computer experience with Word, Excel, and Microsoft Outlook is required.
  • Ability to lift up to 25 pounds is required.

Responsibilities

  • Receive, open, sort, batch, and scan work while ensuring timely and accurate processing.
  • Determine and code transaction types, and prepare and process each transaction in compliance with internal and external quality, productivity, contract compliance, and regulatory standards.
  • Document and maintain volume and processing records as needed.
  • Process receiving and sending mail and faxes.
  • Sort, time/date stamp, and scan mail and faxes into the Workflow and AWD systems.
  • Maintain a daily log of all mail and checks received.
  • Deposit incoming checks for clients.
  • Verify the validity of Medallion Signature Guarantee stamps against the stamp website.
  • Scan daily fund packets using a Canon DR-9080C scanner.
  • File daily packets alphabetically and by date.
  • Maintain document storage through Iron Mountain.
  • Pull historical statements.
  • Maintain inventory control.
  • Handle and fulfill shareholder requests for client information and fulfillment.
  • Complete additional projects and responsibilities as needed.

Desired Qualifications

  • Knowledge of various mail service technologies is preferred.
  • Ability to work independently as well as in a team environment is preferred.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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