PlanMember is seeking a Purchasing Processor. You will be responsible for performing various financial and administrative tasks to support the operations of a financial institution or department. You will work closely with team members, clients, and other stakeholders to ensure accuracy, compliance, and efficiency in operational processes.

The Purchasing Processor plays a crucial role in the financial services industry, working within a team to ensure the smooth and efficient functioning of various financial operations. As the ideal candidate, you should possess a strong attention to detail, a commitment to accuracy, and the ability to work effectively within a team.

This is an Essential Job Function "Essential Staff" position for the purpose of our Business Continuity Plan "BCP". This distinction means you are expected to be fully prepared to perform essential functions of your job remotely as deemed applicable and necessary by your manager and the Company.

Critical Competencies: (Quality Focus, Compliance)

• Perform all work with excellence and adhere to high standards for quality and integrity.
• Learn from past errors and pay close attention to work to avoid repeating mistakes.
• Pay attention to small details that others may overlook and maintain a focus on precision.
• Ensure all work and behavior aligns with relevant rules, regulations, policies, best practices and meets the company's standards of conduct.
• Strive to follow best practices for high quality work.
• Stay informed about current regulations and potential future developments by closely monitoring information sources.
• Demonstrate a strong sense of discipline and responsibility for recordkeeping and meticulous compliance documentation.
• Maintain a positive and professional attitude.

Important Competencies: (Communicating, Information Seeking)

• Communicate concisely, directly, and unambiguously in written and oral formats, considering the receiver's perspective to ensure clear understanding of the message's specifics and purpose.
• Display a natural curiosity and desire to know more about people, processes and systems.

Supporting Competencies: (Time Management, Active Listening)

• Prioritize completing work tasks in a timely manner while remaining responsive to competing demands and shifting priorities.
• Show genuine interest in actively listening and understanding the content and meaning of others' messages.
• Possess intermediate user knowledge of Microsoft 365 Suite focusing on Excel, Word and Outlook.
• Ability to work overtime with less than 24-hour notice.

Education

• High School Diploma required,
• Bachelor's degree in Finance, Accounting, Business administration, or related field (or equivalent work experience) a major plus.
• Previous experience of two-plus years in financial services or operations role.
• FINRA Series SIE, 99 highly desired or encouraged.