Financial Processing Associate

    • Contract
  • Scottsdale, AZ
  • 17-18/hr

Financial Processing Associate


Job Description

Processes client transaction requests and reviews transactions for accuracy, completeness, and adherence to all internal and external regulations. (Ex: checks, withdrawals, changes to accounts) Partners with Associates in working through complex processing issues to ensure timely completion. Develops a working knowledge of processing systems, group policies and procedures. Communicates with clients through outbound calls and written correspondence to clarify incomplete or invalid paperwork. Understands and complies with the Securities and Exchange Commission (SEC) guidelines, and internal policies regarding client contact. Maintains department standards for quality and productivity. Works collaboratively with peers and management in a strong team environment. Meets with Manager to discuss performance, business trends and issues impacting the Processing team. Participates in special projects and performs other duties as assigned.

Qualifications: Undergraduate degree or related experience Business related education and/or experience Strong client focus and ability to develop relationships with internal and external clients. Comfortable working in high volume situations with time constraints. Strong problem resolution and time management skills. Working knowledge of Microsoft Office and PCs.

Other Details: Typical work week is 37.50 hours, however, during peak tax season (December to April) the work week is 40 hours. Overtime is sometimes offered by the department. Start date: November 2nd, 2020. This will begin remote, but will move back to the Scottsdale campus sometime in 2021.

Training: 100% attendance is required during training period of 6-8 weeks

Schedule during training – 8:30-5:00 Monday-Friday

**Possible schedules after training – must be able to work either but all attempts will be made to accommodate preference

4 Day Work Week Monday, Tuesday, Friday 6:30am – 6:00pm Saturday 7:00am –2:00pm

5 Day Work Week Monday-Friday: 9:30am- 6:00pm

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