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Operations TEAM Lead-Trust Accounting-Internal Only

Eingestellt von Equity Trust Company

Gesuchte Skills: Client

Projektbeschreibung

Job Summary:

Embrace and Exhibit the core Values of Equity Trust Company. The Team Leader ensures accuracy by assisting with and monitoring daily processing, handles requests in a timely and secure manner, and assists the Cash Management Team Supervisor in creating processing efficiencies.

Primary Job Responsibilities/Functions:

-     Ensure client funds are deposited with accuracy and in a timely and secure manner
-     Respond to calls from Client Service or clients in reference to any cash inquiries
-     Research client questions or concerns and make any necessary corrections
-     Responsible for all daily deposit process balancing
-     Create effective processes to ensure accuracy & efficiency
-     Complete understanding and knowledge of all processes of the Cash Management Team
-     Assist the Cash Manager Supervisor with administrative duties including, but not limited to, attendance, metrics, management stats, etc
-     Participate in projects such as testing of system updates, enhancements, conversions, and process improvements.
-     Keep informed of current policies, procedures, governmental laws, and regulations.

Essential Knowledge/Skills/Abilities:

-     Strong organizational and time management skills needed to meet strict deadlines.
-     Highly detail oriented
-     Possess strong written and oral communication skills
-     Demonstrate excellent PC skills Demonstrate investigative and independent problem solving skills
-     Demonstrate appropriate and professional phone skills
-     Willingness to take on new responsibilities and challenges to further department and personnel goals

Essential Education/Training/Work Experience:

Associates Degree in Accounting or equivalent work experience in a financial setting

Projektdetails

  • Vertragsart:

    Contract

  • Berufserfahrung:

    Keine Angabe

Geforderte Qualifikationen

  • Kategorie:

    IT Entwicklung

  • Skills:

    client

Equity Trust Company