Weekend Intake Financial Presentation Operator (Midtown)

Description

Summary: This role involves managing complex financial presentation requests, applying creativity to design, ensuring production quality, and serving as the initial client contact for job intake. Highlights: 1. Manage complex financial presentation requests with advanced knowledge 2. Apply creativity to design and layout in presentations 3. Serve as initial point of contact for client requests and workflow management Our client, a Global Investment Banking firm located in midtown Manhattan is seeking an Intake Financial Presentation Operator to work REMOTE Fri: 12pm-10pm (10 hours), Sat: 8am-11pm (15 hours), Sun: 8am-11pm (15 hours) . There will be on site training for 2 weeks from 9A-5P or 10A-6P at their Midtown West location and then the position will reamin remote. 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 a Workflow Coordinator a plus • Advanced PowerPoint and Excel • Advanced Photoshop, Adobe Illustrator