Platform Support Specialist/Statement Processor
Job Description
Job Description
Platform Support Specialist/Statement Processor
Job Summary
The Platform Support Specialist / Statement Processor is primarily responsible for building statement layouts and processing, reconciling, and distributing client statements produced on the AddVantage system.
Supported Platforms
- FIS AddVantage Trust System and Web Portal
- FIS Investor’s View
- Envestnet Trading Platform and Web Portal
- DocuSign
- LexisNexis
Duties and Responsibilities
- Statement Generation: Prepare, verify, and distribute monthly and periodic statements to Argent clients.
- Data Management: Maintain organized records, ensure data integrity, and support reporting needs.
- Issue Resolution: Investigate and resolve statement discrepancies and system and statement related issues.
- Platform Support: Assist the Platform Support team with user access maintenance and reporting as needed.
This position reports directly to the Systems Administration Supervisor.
Knowledge, Skills, and Abilities
- Strong interest in becoming highly proficient with the FIS (SunGard) AddVantage system
- High attention to detail with strong analytical, research, and communication skills
- Basic knowledge of financial markets and investments preferred
- Comprehensive understanding of accounting principles
- Ability to prioritize tasks, work independently, and meet objectives with minimal supervision
- Proven ability to identify, investigate, and resolve statement and system issues
Credentials and Experience:
- College degree in Computer Science or business-related field preferred or
- Two years’ related experience or
- Equivalent combination of education and experience.
Special Requirements:
- Willing to work a flexible schedule which may include overtime, holidays, and weekends as requested by management.
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