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Functional Specialist, Associate A1

In Massachusetts / United States

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Functional Specialist, Associate A1   

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JOB TITLE:
Functional Specialist, Associate A1
JOB TYPE:

JOB SKILLS:
JOB LOCATION:
Boston Massachusetts / United States

JOB DESCRIPTION :

Job Description

Functional Specialist, Associate A1

Individual Accountabilities

Process benefit payment related activities e.g. supporting check processing; ACH processing; mail processing; report delivery; ledger adjustment and tax form processing; tax deposits and various reconciliations (breaks), etc.

Complete client and internal reporting, and provide client and internal administrative support

Support the research and resolution process for exceptions, reconciliations, incorrect transactions and inquiries

Escalate unresolved issues to management

Provide information needed to prepare financial statements and reports for the client, shareholder, and/or director, and management as needed

Validate and review daily activity while maintaining all required controls

Support the review and validation of data through peer reviews

Review activities for and identify potential financial/regulatory risks and escalates as needed

Maintain appropriate records of daily and monthly activities

Maintain knowledge of current alternative procedures and processes

Document any updates or changes to formal procedures, databases, etc. for manager review

During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures

Shared Accountabilities

Work in conjunction with individuals on the team as well as other Shared Service teams/COE's, outsource locations, Client Operations, other business units and external clients, to ensure seamless processing according to policies and procedures to ensure accuracy and that all SLAs are met or exceeded

Metrics

Client retention and satisfaction

Maximize client profitability

Timeliness and accuracy of daily and monthly processing

Adherence to SLA, PSDs & SOPs

Achieve productivity targets

Qualifications

  • Bachelor's degrees or equivalent.
  • Must have two years of financial services experience, preferably with accounting and custody exposure, and knowledge of financial market activities and transactions.
  • Basic application knowledge Microsoft Office
  • Strong customer service, communication, organizational and problem solving skills.
  • Must be able to prioritize activities and work well under pressure.

  • Excellent analytical and problem solving skills.
  • Excellent verbal and written communication skills.

Position Details

S16174661438343516
Massachusetts / United States
Boston
A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Functional Specialist, Associate A1    Apply

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Job Description

Functional Specialist, Associate A1

Individual Accountabilities

Process benefit payment related activities e.g. supporting check processing; ACH processing; mail processing; report delivery; ledger adjustment and tax form processing; tax deposits and various reconciliations (breaks), etc.

Complete client and internal reporting, and provide client and internal administrative support

Support the research and resolution process for exceptions, reconciliations, incorrect transactions and inquiries

Escalate unresolved issues to management

Provide information needed to prepare financial statements and reports for the client, shareholder, and/or director, and management as needed

Validate and review daily activity while maintaining all required controls

Support the review and validation of data through peer reviews

Review activities for and identify potential financial/regulatory risks and escalates as needed

Maintain appropriate records of daily and monthly activities

Maintain knowledge of current alternative procedures and processes

Document any updates or changes to formal procedures, databases, etc. for manager review

During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures

Shared Accountabilities

Work in conjunction with individuals on the team as well as other Shared Service teams/COE's, outsource locations, Client Operations, other business units and external clients, to ensure seamless processing according to policies and procedures to ensure accuracy and that all SLAs are met or exceeded

Metrics

Client retention and satisfaction

Maximize client profitability

Timeliness and accuracy of daily and monthly processing

Adherence to SLA, PSDs & SOPs

Achieve productivity targets

Qualifications

  • Bachelor's degrees or equivalent.
  • Must have two years of financial services experience, preferably with accounting and custody exposure, and knowledge of financial market activities and transactions.
  • Basic application knowledge Microsoft Office
  • Strong customer service, communication, organizational and problem solving skills.
  • Must be able to prioritize activities and work well under pressure.

  • Excellent analytical and problem solving skills.
  • Excellent verbal and written communication skills.