ApTask · 2 hours ago
Document Coordinator
ApTask is seeking a Document Coordinator to support the new account opening process and account maintenance in Account Services Operations. The role involves both paper and online processes, requiring strong analytical and organizational skills.
Responsibilities
Supporting the new account opening process (both paper and online)
Stock plan activation
Account maintenance
Qualification
Required
Minimum of 1 year of financial operations experience or equivalent
1+ years experience with rules and regulations governing bank and brokerage accounts
Strong analytical skills including ability to research, schedule, analyze and present findings
Proven organizational skills with attention to detail
Strong computer skills (Word, Excel, Access, etc.)
Must be a dynamic and self-starting individual, able to work independently or as part of a team
Company
ApTask
ApTask is a staffing and recruiting company offering staffing, project, and workforce solutions.
Funding
Current Stage
Growth StageRecent News
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