What are the responsibilities and job description for the Entry Level Finance position at ApTask?
Pay Rate: $20-22/hr on w2
Requirements / Qualifications
• Bachelor’s degree preferred, or equivalent work experience
• 1–3 years of experience in operations, financial services, or similar environment (asset transfers experience a plus)
• Strong attention to detail with the ability to review documentation and catch discrepancies
• Comfortable working in high-volume, deadline-driven environments and meeting SLAs
• Solid communication skills: able to follow up with contra firms and internal teams when needed
• Proficiency in Microsoft Office (Excel, Outlook, Word) and ability to work across multiple systems
• Strong organizational skills with the ability to prioritize and manage multiple requests at once
Nice to have:
• Familiarity with brokerage products and account types
• Experience working with external firms or handling exceptions/escalations
Salary : $20 - $22