Financial Reconciliation Specialist - Centralized Processing - HYBRID
About The Position
This person will facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund companies. Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time. SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
Requirements
- High School diploma or equivalent.
- 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.
- Ability to effectively manage a high-volume inbox, ensuring timely responses and resolution of client requests.
- Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time.
Nice To Haves
- Bachelor’s degree or equivalent experience preferred
Responsibilities
- Responsible for reconciliation, entering wires in various banking systems and other team functions.
- Quality control of manual and automated outgoing wires
- Will be escalation point for more complex functions.
- Follows workflow priorities and ensures all processing standards and client needs are met.
- Performs quality checks by auditing work performed.
- Develops and implements process improvements.
- Minimizes open items by conducting root cause/trend analysis and works with internal teams to reduce/eliminate recurrence.
- Documents processes and procedures.
- Trains and guides associates within direct team by sharing job knowledge and best practices
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
