JOB DESCRIPTION
The responsibilities of an Accounting Operations Specialists include:
- Analyze and process routine and non-routine confidential correspondence for client portfolio transactions (including capital calls, cash, and stock distributions)
- Prepare and send client portfolio transaction letters to clients
- Monitor general correspondence received through email (including client requests, general partner requests, and distribute correspondence to appropriate departments).
- Maintain wire instructions in the company database and communicate wire instructions to appropriate parties upon request
- Ensure timely and accurate processing of wires through the treasury system
- Other duties and special projects, as assigned
Qualifications
- A bachelor’s degree in business-related subject matter
- Two to three years of experience working full-time in a bookkeeping or closely related position
- Detail-oriented, proactive, and resourceful
- Strong communication skills
- Self-motivated with the ability to focus on multiple tasks
- Highly proficient in the use of Microsoft Excel and Microsoft Word
Benefits & Compensation
- Generous health care package and 401 (k) match
- Salary range between 60k- 70k with eligibility for overtime and two discretionary bonuses per year
- Remote position for Southern California applicants
Salary
Competitive
Monthly based
Location
, Decatur County, Kansas, United States, Kansas, United States
Job Overview
Location
, Decatur County, Kansas, United States, Kansas, United States
