Operations Associate III, Deposits

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES • Westlake, OH

2d • Hybrid

About The Position

The Operations Associate III, Deposits demonstrates an advanced understanding of incoming check deposits and money movements. In this role, you will review complex tasks and transactions, and maintain documentation within established service levels.

Requirements

• HS diploma or equivalent required
• Minimum 2 years of experience in the banking and/or financial services industry
• Intermediate-level proficiency in Microsoft Office, with expert-level proficiency in Excel
• Intermediate 10-key skills with a minimum of 9,000 KSPH preferred
• Ability to type 45+ words per minute (WPM) preferred
• Customer Focus
• Communicates Effectively
• Resourcefulness
• Balances Stakeholders

Nice To Haves

• Associate degree in Business, Finance, or related field preferred
• Experience in the retirement industry preferred

Responsibilities

• Process automated bulk dividend files from asset providers through secure file transfer protocol (SFTP) sites
• Run deposits for 401(k) plans and non-plans
• Process returned deposit checks rejected by the bank
• Research and process returned outstanding checks to find resolution and ensure client satisfaction
• Balance daily transactions ensuring accuracy and entering all times in Trust Accounting and bank accounts
• Collaborate with team members to ensure all daily tasks are completed by end of each day
• Perform other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED