What are the responsibilities and job description for the Financial Services Associate position at Truity Partners?
Our rapidly growing financial services client in Waukesha is seeking a Financial Operations Associate to join the team on a temp to hire basis immediately. The ideal candidate will possess prior banking, financial services or deposit management experience. Role is 100% on-site with hours of 8am to 5pm or 8:30am to 5:30pm Monday through Friday. Please apply for immediate consideration.
Responsibilities:
- Complete daily financial operations activities i.e., bank and client transaction posting, book to cash reconcilement, etc.
- Execute financial transactions i.e., wire transfer, ACH, etc., ensuring compliance with relevant regulations and company policies/procedures.
- Complete monthly financial operations activities i.e., bank account reconcilement, interest earnings allocation, client statement rendering, etc.
- Assist with yield enhancement and optimization related activities i.e., data analysis, reporting, recommendations, etc.
- Complete bank underwriting and monitoring related tasks i.e., call report data analysis, bank enforcement action monitoring, etc.
- Assist with ongoing development and enhancements to proprietary technology.
- Perform other duties as assigned.
Requirements:
- Prior experience in banking, financial services or deposit management highly desired.
- HS Diploma required; Associate or Bachelor’s degree a plus. Experience will also be considered.
- Proficiency in Excel.
- Strong attention to detail, organization, and ability to meet deadlines.
- Comfort working in a fast-paced, dynamic environment.
- Experience with QuickBooks preferred.
Salary : $24 - $27