Quick Overview
Seniority
Mid Senior
Employment type
Full Time
Work mode
Hybrid
Location
Pittsburgh, United States
Posted
2 months ago
Compliance
Job Description
We’re seeking a future team member for the role of Specialist, Cash Processing/Funds Transfer to join our Wealth Management team. This role is located in Pittsburgh, PA
In this role, you’ll make an impact in the following ways:
- Applies expertise and judgement, providing quality service to internal clients in support of their external clients on a daily basis, performing cash transaction processing such Domestic and Foreign Wires, ACH or Checks, reconciliations, inquiry response and problem resolution while meeting defined processing timeframes.
- Performs a variety of operational tasks including processing updates to client accounts or company records, working with other processing areas and handling varying volumes and transaction types.
- Conducts independent analysis and policy interpretation, ensuring compliance with all policies and procedures.
- Works with technology, providing process knowledge and requirements in the event of a system issue. Performs testing in support system upgrades or other recovery requirements such as business resumption.
- Review/release the work of other Cash Processing team members and help resolve issues.
- Contributes to the achievement of team objectives.
To be successful in this role, we’re seeking the following:
- Bachelors degree or the equivalent combination of education and experience is required.
- 0-3 years of total work experience preferred.
- Experience in financial services operations preferred.
- No direct reports; may have people management responsibilities in some geographies and contributes to the achievement of team objectives.
Similar jobs
- TM
Finance & Accounting Analyst
NewToyota Material Handling North America
Columbus, IN🇺🇸$73.8k - $94.7k/yrRemote7 hours agoBudgetingCPAFinancial Analysis+5Finance - TR
Director of Finance & Accounting
NewThe Reserves Network Inc
United States🇺🇸On-siteYesterdayBudgetingCPAFinancial Modeling+3Finance - OP
Accounting Manager
NewOpenai
San Francisco🇺🇸Hybrid5 hours agoOracleBackground ChecksCPA+5Finance - AN
Sr. Manager, Revenue Accounting Operations
NewAnaplan
Reston🇺🇸Hybrid11 hours agoSalesforceCPACRM+10Finance - AN
Sr. Manager, Revenue Accounting Operations
NewAnaplan
Miami🇺🇸Hybrid11 hours agoSalesforceCPACRM+10Finance - AN
Director, Technical Accounting – Investments
NewAnthropic
San Francisco🇺🇸Hybrid4 hours agoCPAERPConcrete+8Finance