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Operations TEAM Lead-Trust Accounting-Internal Only
Eingestellt von Equity Trust Company
Gesuchte Skills: Client
Projektbeschreibung
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
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Einsatzort:
Westlake, Vereinigte Staaten
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Projektbeginn:
asap
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Projektdauer:
Keine Angabe
- Vertragsart:
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Berufserfahrung:
Keine Angabe
Geforderte Qualifikationen
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Kategorie:
IT Entwicklung