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<h3>Job Description:</h3>The RoleThe primary purpose of the Workleader role is to assist the Manager with ensuring the team’s work is processed and delivered correctly and on time to the next step in the process. The Work Leader also helps to ensure that each associate is performing their role correctly, timely, and that the team delivers expected results. Where this isn’t the case, the Work Leader works closely with their Manager to draw attention to various needs, such as additional training, access, staffing, technical issues, or other situations requiring escalation.The Expertise and Skills You Bring<ul><li>3+ years of brokerage operations or financial services experience preferred.</li><li>Possess a strong record in quality performance, attention to detail, positive attitude, and dependability.</li><li>Problem solving skills.</li><li>Ability to prioritize work.</li><li>Ability to work under tight time constraints.</li><li>Proven abilities to ensure proper resources and skill-sets are in place to process the work within the expected time expectations.</li><li>Comfortable working in a fast paced, metrics driven environment.</li><li>Series 99 not required; however, can be acquired.</li></ul>The Value You Deliver<ul><li>Maintains effective workflow for the team.</li><li>Ensures our associates have the tools required to effectively perform their jobs, escalating additional needs to the manager or other applicable resources as needed.</li><li>Solve complex processing issues by proactively identifying, researching and escalating with the urgency necessary to ensure departmental goals, service level agreements, and regulatory requirements are completed in a timely and accurate manner </li><li>Leads by example through processing work themselves, reinforcing a culture of, confidence, team work, trust and respect.</li><li>Provides communications – In working with the manager, understanding of performance measures, daily expectations, drawing attention to key focus areas, and other critical communications as required by the business</li><li>Oversees the work within our queues, as well as document and check reconciliation processes. For check processing, the Work Lead will also review deposit instructions, ensuring each transaction is executed appropriately.</li><li>Ensuring all End-of-Day processes are complete and within the expected regulatory time requirements, escalating to their manager as needed.</li><li>Supports the Manager by reviewing and revising departmental processes and procedures for accuracy, and provides suggestions to improve.</li><li>Collaborates with the Manager in various aspects of team leadership and departmental planning responsibilities.</li><li>Provides subject matter expertise when designing efforts to improve the process, through software, process improvement, or overall improvement to the workflow effectiveness.</li><li>Participates in various testing scenarios, providing support to meet the needs of test cases being completed, along with test case results.</li><li>Serve as one of the manager’s key contacts for Audit support (Internal and External).</li><li>Takes the initiative to continually develop their levels of expertise, not only within their respective areas but from an end-to-end perspective.</li><li>Works with internal Business Partners to assist in maintaining the relationships we have with them.</li><li>Provides necessary reports as required.</li></ul>The TeamAs part of the Operations Services Group (OSG), the Remittance Services team provides transaction processing services to all of Fidelity’s distribution channels. Remittance Services also supports Fidelity’s growth with high quality, cost effective, and innovative service solutions through technical solutions, talented associates and processing expertise. In this role, you will be part of the Remittance Services business unit, supporting a broad range of activities of customer deposits and payments. <h3>Certifications:</h3><h3>Category:</h3>Brokerage OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Workleader

<h3>Job Description:</h3>The RoleThis position supports the centralized receipt of customer mail for Fidelity. The role leverages business partner requirements to receive, sort and deliver monetary and non-monetary items in Inbound Operations and across the Midwest campus. They also collect and prepare outbound packages for pick-up by external vendors. Accuracy and timeliness are important to meet all compliance and regulatory requirements.The Skills You Bring<ul><li>Ability to complete assigned tasks both timely and accurately</li><li>Strong organization skills with meticulous attention to detail</li><li>Ability to work in a team environment</li><li>Excellent written and verbal communication skills</li><li>Highly motivated, self directed and an independent thinker</li><li>Strong customer service skills</li><li>Ability to complete work by prioritizing multiple tasks to meet tight time constraints</li><li>Ability to navigate between multiple applications</li><li>Flexibility / adaptive to change</li><li>Ability to solve business related problems across functional and business lines</li><li>Knowledge of Fidelity’s applications and various Inbound applications</li><li>Thorough understanding of Check and Stock acceptance rules, policies and procedures</li><li>Working knowledge of MS Office including Excel, Outlook, Access database software, Internet</li><li>Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units and external deposit institutions</li><li>Work experience in a risk controlled environment</li></ul>The Value You Deliver<ul><li>Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity</li><li>Consistent, knowledgeable measurement of the domain’s performance and contribution to Fidelity’s growth</li><li>Role in developing multi-year plans, budgets, forecasts, and other ad hoc analyses that supports sound decision making for this unique enterprise level domain</li><li>Working closely and collaboratively across PI and WI Finance</li></ul>The TeamAs a member of the team, you will sort incoming customer mail by zip +4 utilizing high speed equipment. Perform package reconciliation for all incoming overnight mail. Ensure timely completion of all customer requests and administrative duties.<h3>Certifications:</h3><h3>Category:</h3>Transaction ProcessingMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Representative, Transaction Processing

Transaction Processor Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor to work in Covington, KY! This role will start on a 3 months contract with opportunities for extension Pay Rate: 22/hr Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. The Role Do you enjoy problem solving and working in a fast-paced office environment? Join us in Inbound Operations where you will work in a business unit supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests. You will work with Internal Business partners to provide electronic or physical documentation to support outgoing correspondence and customer research needs. The role also supports management and retrieval of archived documents for the firm. In this role, you will: <ul> <li> Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing of letters, forms, image copies and/or original documents to enable completion of applicable customer transactions. </li> <li> Complete extensive research to locate and respond to historical customer document retrieval requests using various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests. </li> </ul> Your role impacts several internal and external business partners as well as customers and clients of Fidelity Investments. This role is key to the success of our end-to-end process! The Expertise and Skills You Bring <ul> <li> High school diploma or equivalent </li> <li> 2 years of transaction processing experience within a professional, fast paced, corporate environment. </li> <li> Work experience in a risk-controlled environment. </li> <li> You have excellent communication skills </li> <li> Your ability to work independently or on a team on specific tasks </li> <li> Your high attention to detail </li> <li> Your ability to work effectively with computer desktop applications </li> <li> Your ability to effectively multi-task </li> <li> You are flexible for business needs and highly adaptive to change </li> <li> You have a positive demeanor and ‘can do’ approach to challenges </li> <li> You possess the ability to learn and apply knowledge to make effective processing decisions </li> </ul> Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

3 Pharmacy / Pharmaceutical Jobs in Ryland Heights, KY 41015, USA