Date Posted: 01/30/2025
Hiring Organization: Rose International
Position Number: 477402
Job Title: Document Review Clerk
Job Location: Harrisburg, PA, USA, 17101
Work Model: Hybrid
Employment Type: Temporary
Estimated Duration (In months): 6
Min Hourly Rate($): 20.00
Max Hourly Rate($): 20.00
Must Have Skills/Attributes: Banking/Financial, Documentation, Research
Job Description
During training (approx. 2 weeks) will be required to be in the office 5 days a week.
Required Education and Skills:
• Associate''s Degree
• Post-High School Education
Preferred Education & Skills:
• Financial background
• 2 years experience in a related field
Required License/Certifications:
N/A
Preferred License/Certifications:
N/A
Job details:
• PFM Asset Management (PFMAM) offers local government investment pools (LGIPs), cash and enhanced cash portfolios, short and intermediate-term fixed income, outsourced chief investment officer (OCIO), payment solutions (P-Card) programs, multi-manager mutual funds, structured products, and arbitrage rebate consulting.
• PFM works with organizations of all sizes across the nation and focuses solely on the public sector. Our clients include cities, counties, school districts, pension funds, utilities, and governmental insurance risk pools.
• We provide efficiencies necessary for our clients to deliver economical completive products while we protect their business interests and minimize risks.
• As a Transfer Agent for the LGIPs, we partner to create tailored solutions for specific needs and advise public sector institutions.?
• We helped develop the first local government investment pool (LGIP) and have since expanded our work across 18 programs with thousands of investors nationwide. We offer LGIPs in a variety of options tailored to each program or fund''s needs and objectives.
• Our approach to managing pools is to use a common infrastructure for operations while adapting programs to meet the specific needs of local government investors in a state.
• Efficient and detail-oriented individuals will be able to showcase their talents and develop long-lasting relationships through excellent verbal and written communication.
Responsibilities:
• Evaluate all incoming faxes received at PFMAM Client Services Group lines and distribute them as closely in real-time as possible to ensure smooth intradepartmental operations.
• Evaluate and distribute all Harrisburg, PA office location correspondence imaged and routed from the Internal Operations department.
• Gather and prepare Research Team Daily Folders for regular review by principal signer; ensure all required documents are present and coordinate with Research Analysts to maintain accurate record keeping of daily fund operations.
• Aid Research Team in response to quarterly and annual audits by retrieving requested documents from internal applications.)
• Promptly process client forms as assigned by PFMAM Client Relations and Research Teams necessary for PFMAM LGIP account maintenance in internal systems per all organization compliance policies.
• Promptly review and approve client formwork processed by Research Analysts.
• Provide ad hoc assistance to Research Team projects and initiatives.
• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement, which is driven by our ISO 901 certification.
Travel:
N/A
Parking:
N/A
Dress Code:
N/A - **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
As a contractor, I have to say that Rose International was by far the best agency I have worked for.
Q'testdalir, Consultant
Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.
Samba, Consultant
Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.
David, Consultant
I am very happy with the Rose International, and the professionalism of the employees.
Robin, Consultant
I have been very pleased with my experience with Rose International. Everyone that I encountered was very helpful and courteous.
Stephanie, Consultant
EMPLOYEE COMMENTS