Overview
Lab Technical Assistant Jobs in Phillips, WI at Marshfield Clinic Health System
Job Description
Overview:
The Quality Control Monitor is responsible for ensuring the timely and accurate completion of defined processes regarding the identification, preparation, filing, and recording of securities class action settlement claims submitted for the Firm’s institutional investor clients participating in the Firm’s SecuritiesTrackerTM claims filing services. In this role, the Quality Control Monitor will work with securities transaction data such as buys, sells, holdings of common stock and bonds to identify claimants that meet the criteria for submitting claims and utilize this information to perform quality checks on work performed by Claims Team Analysts. The Quality Control Monitor will also provide tracking and reporting on the completion of claims filing related processes.
Essential Functions / Position Responsibilities:
Track progress of procedural steps across simultaneous claims filings to ensure all work performed by the Claims Team meets internal and external deadlines
Perform quality checks of the work performed by the Claims Team to ensure the accurate submission of securities class action claims; Identify and notify Team Lead and Manager of discrepancies
Maintain detailed records of process activities, including completion dates, quality checks and process exceptions.
Prepare and provide status reporting to supervisor, and escalate issues per procedure or as otherwise appropriate to resolve
Review universe of open filings across multiple sources; Identify and notify Manager of any discrepancies among lists
Perform securities research and database queries to identify clients’ investment transactions and holdings relevant for preparing claims
Analyze clients’ transactions and/or holdings to determine universe of claimants that meet the parameters to file claims
Crosscheck information across various sources to ensure all process exceptions are accounted for and universe of claimants identified by the Claims Team for each settlement is complete and accurate
Coordinate with related teams regarding ongoing support to keep claims in good standing, as needed
Support staff, peers, and management with timely responses to inquiries or requests for assistance
Expand scope of Quality Control and Reporting duties to cover additional phases of the claims and/or payments process, as needs arise.
Complete ad hoc projects and assist team with claims preparation and/or communication with claims administrators, as needed
Qualifications
Education Requirements:
Bachelor’s degree required, preferably in a business or analytical discipline (Business Management, Finance, Accounting, Math)
Must have the ability to work from home (stable home internet connection)
Position related experience requirements & skills:
Minimum 5 years of professional experience, prior supervisory experience preferred
Strong work ethic
Detail oriented
Must be able to reprioritize and plan ahead to meet deadlines
Able to work independently and as part of a team
Strong organizational and time management skills
Excellent written and oral communication skills
Must be able to work extra hours as needed and/or answer emails outside of the office should deadline driven emergencies arise
Strong analytical and basic math skills
Basic understanding of securities investments (stocks, bonds, options) and portfolio statements preferred
Computer skills required:
Microsoft Outlook
Microsoft Excel
Microsoft Word
Working Conditions /Physical & Mental demands:
Sedentary / desk position / professional (remote) office setting
Utilization of computer and telephone to perform job
Able to work under pressure and in stressful situations
Able to multi-task without loss of efficiency or accuracy and adjust to frequently changing priorities
Able to comprehend and process voluminous and complex data
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Kessler, Topaz, Meltzer & Check is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. If you require reasonable accommodation as part of the application process please contact the HR Department.
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Title: Lab Technical Assistant
Company: Marshfield Clinic Health System
Location: Phillips, WI
