- Monitor and manage the Agent Finance HelpSpot ticketing system daily.
- Escalate issues to the Director and Regional Leads for timely resolution.
- Respond to POSH Assist calls to verify wire instructions for incoming and outgoing transactions.
- Provide confirmation receipts for deposits received.
- Configure new agent and team profiles in financial systems.
- Update and maintain agent and team classifications for reporting.
- Manage user access and permissions across platforms like Total Brokerage, SkySlope, and DepositLink.
- Support special projects related to operational efficiency and system enhancements.
- Help match deposits to transactions and identify aged deposits.
- Manage team SharePoint and internal resources/training documentation.
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