Financial Ops Associate (Max $24/hr W2)
About The Position
The Shareworks Services & Operations Associate is responsible for account maintenance, disbursements, transfers, and research for the @ Work business. Associates are responsible for various functions in Operations which could include reports, clearing outstanding debits, resolution of escalated issues, processing and investigating payments, correspondence, client requests, account updates, scanning, stock transfers, check and Fed wire disbursements, check stop payments, etc. Associates are required to meet production and quality standards, cross train in multiple functions, adhere to compliance and control guidelines, and interact with internal and external clients, as well as peers in the Service Center or other Operations teams.
Requirements
- Meet production and quality standards
- Cross train in multiple functions
- Adhere to compliance and control guidelines
- Interact with internal and external clients, as well as peers in the Service Center or other Operations teams
Responsibilities
- Account maintenance
- Disbursements
- Transfers
- Research
- Reports
- Clearing outstanding debits
- Resolution of escalated issues
- Processing and investigating payments
- Correspondence
- Client requests
- Account updates
- Scanning
- Stock transfers
- Check and Fed wire disbursements
- Check stop payments
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
