Platform Support Specialist/Statement Processor

Job Summary

The Platform Support Specialist / Statement Processor is primarily responsible for building statement layouts and processing, reconciling, and distributing client statements produced on the AddVantage system.

Supported Platforms

• FIS AddVantage Trust System and Web Portal
• FIS Investor’s View
• Envestnet Trading Platform and Web Portal
• DocuSign
• LexisNexis

Duties and Responsibilities

• Statement Generation: Prepare, verify, and distribute monthly and periodic statements to Argent clients.
• Data Management: Maintain organized records, ensure data integrity, and support reporting needs.
• Issue Resolution: Investigate and resolve statement discrepancies and system and statement related issues.
• Platform Support: Assist the Platform Support team with user access maintenance and reporting as needed.

This position reports directly to the Systems Administration Supervisor.

Knowledge, Skills, and Abilities

• Strong interest in becoming highly proficient with the FIS (SunGard) AddVantage system
• High attention to detail with strong analytical, research, and communication skills
• Basic knowledge of financial markets and investments preferred
• Comprehensive understanding of accounting principles
• Ability to prioritize tasks, work independently, and meet objectives with minimal supervision
• Proven ability to identify, investigate, and resolve statement and system issues

 Credentials and Experience: 

• College degree in Computer Science or business-related field preferred or 
• Two years’ related experience or 
• Equivalent combination of education and experience. 

 Special Requirements:

• Willing to work a flexible schedule which may include overtime, holidays, and weekends as requested by management.