Description
Position Summary:
Operations Assistance and Support Analyst to manage reports, follow up on emails, advise colleagues, and implement death benefit procedures in the financial sector.
Key Highlights:
1. Job stability and a positive work environment
2. Paid training and career development plan
3. Operational advisory and support to service channels
LEADING COMPANY IN THE FINANCIAL SECTOR WITH GREAT PLACE TO WORK CERTIFICATION seeks talent like yours. Our priority is attracting top-tier personnel and developing the talent required—so today you can join this great family.
OPERATIONS ASSISTANCE AND SUPPORT ANALYST – RECENT GRADUATES
**WE OFFER:**
Competitive salary.
Statutory benefits (25% vacation bonus).
15-day year-end bonus.
IMSS health insurance.
12 vacation days.
Subsidized cafeteria.
Career development plan.
Economic days.
Preferential loan rates for employees.
Job stability and a positive work environment.
Paid training.
**EDUCATION:** Bachelor’s degree preferably in Economics/Administration or TSU in a related field.
**SPECIFIC KNOWLEDGE:** Administrative, accounting, or financial institution domains.
**RESPONSIBILITIES:**
Follow up on ProactivaNET reports regarding: account balance unlocks; SPEI unlock reason 30; deposits into Libercuenta via bank transfer; name modifications; date of birth updates; RFC updates; prospect customer deletions; fingerprint maintenance; fingerprint maintenance due to biometric replacement; customer reactivation; credit bureau inquiry access; and enabling cash and Sura Insurance parameters—to ensure continuity across various service channels, in compliance with guidelines, instructions, and procedures defining requirements, prerequisites, formats, and evidence for each report type, thereby mitigating risks during execution and follow-up.
Follow up on emails concerning: client existence validation; client and guarantee information; investment credit validation; generation of monthly statements/account movements/balance inquiries; account/saldo blocking; account/saldo unlocking; account debits/credits; release of retained balances; employee balance inquiries; account cancellation; specific quotation folio requests; early maturity; transaction folios; SPEI movements; movement reversals; and withdrawal authorizations—to ensure continuity across various service channels, in compliance with guidelines, instructions, and procedures defining requirements, prerequisites, formats, and evidence for each request type, thereby mitigating risks during execution and follow-up.
Advise colleagues across various service channels on operational process segments where impediments arise, ensuring process continuity per documented guidelines, instructions, and procedures—supporting continuous learning to facilitate daily branch operations and deliver agile, high-quality service to end customers.
Analyze and apply the procedure for death benefit disbursement to fulfill claims in accordance with the deceased client’s expressed will, in favor of designated beneficiaries.
* IF INTERESTED, PLEASE CONTACT US