Closing: Jul 10, 2024
9 days remainingPublished: Jun 26, 2024 (6 days ago)
Job Requirements
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Job Summary
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- Bachelor’s degree in finance, accounting, or related field.
- 2+ years of experience as an account operations officer or related role.
- Knowledge of financial products and regulatory requirements.
- Attention to detail and accuracy in processing transactions.
- Strong communication skills and ability to work effectively in a team.
Responsibilities
- Bachelor’s degree in finance, accounting, or related field.
- 2+ years of experience as an account operations officer or related role.
- Knowledge of financial products and regulatory requirements.
- Attention to detail and accuracy in processing transactions.
- Strong communication skills and ability to work effectively in a team.
- Manage client accounts, including opening new accounts, updating information, and processing transactions.
- Review and verify client documentation for compliance with regulatory requirements.
- Process client transactions accurately and efficiently, including deposits, withdrawals, transfers, and trades.
- Reconcile account balances and resolve discrepancies in a timely manner.
- Respond to client inquiries and requests regarding account activity and maintenance.
- Stay up to date on industry regulations and best practices related to account operations and compliance.
- Handles Accounting software needs.
- Identify opportunities for process improvements and efficiencies, and work with management to implement solutions.
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