Adjustment Specialist

Adjustments Specialist

Build the Future With Us

Are you passionate about the financial services industry and looking to contribute to a company whose purpose is to help clients feel confident and secure about their future? As an Adjustments Specialist, you will play a key role in correcting and resolving financial and non-financial errors within client accounts while ensuring compliance with regulatory requirements and quality standards.

This role is a great opportunity to showcase your skills and reach your full potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, creating an environment that fosters collaboration and innovation.

Responsibilities

• Reviewing and processing Letters of Indemnity (LOI) requests related to the correction of financial and non-financial errors in client accounts.
• Verifying the accuracy and completeness of requests, including signa...