Role Overview
This person will facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund companies. This is an opportunity to be part of a close-knit, collaborative, fun team with numerous opportunities for growth and advancement.
What You Will Do
Responsible for reconciliation, share/cash reporting, entering/releasing wires in various banking systems and other team functions. Quality control of manual outgoing wires, will be escalation point for more complex functions.
Why It Might Be a Fit
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
Requirements
- Bachelor’s degree or equivalent experience.
- Must have 2+ years experience in financial services, banking, reconciliation, accounting etc.
- Excel proficiency.
- Ability to communicate clearly and effectively, both verbally and in writing.
- Attention to detail and ability to trace problems to their source and see resolution through to completion.
- Successful colleagues are self-motivated, take ownership of issues, recommend solutions, and appropriately apply relevant procedures.
Benefits
- Medical, dental, and vision coverage
- 401(k) plan with company match
- Paid time off, holidays, and parental leave
- Professional development reimbursement opportunity
To apply for this job please visit wd1.myworkdaysite.com.
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