Job Title: Financial Operations Specialist Jacksonville, FL Pay Rate: $25.24/hr W2 Duration: 12 months Target Start Date: ASAP within 3 weeks of acceptance Parking: No parking fees
Schedule:
Training: 5 days onsite
First 6 months: 4 days onsite
After 6 months: Possibility of 3 days onsite may be discussed
Important: This role is a potential contract-to-hire opportunity and requires candidates who do not require sponsorship now or in the future.
Job Description Responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Responsibilities include reconciliation, settlement, trade and transfer support, and providing quality operations support and client service to internal business partners and external clients in accordance with established guidelines and procedures. The role involves operational processes with medium to high levels of monetary risk and may include assisting with training less experienced team members.
Responsibilities
Perform moderately complex transaction processing and reconciliation with medium to large monetary impact according to established guidelines and procedures.
Respond to moderately complex client inquiries through multiple channels to support operational efficiency and quality client service.
Analyze and resolve moderately complex transactions requiring escalations and exceptions.
Proactively identify risks and process improvement opportunities based on an understanding of downstream operational impacts.
Ensure transfer requests are initiated accurately and in accordance with applicable rules and regulations.
Escalate potential events that may impact the transfer flow.
Identify and communicate continuous improvement opportunities to management.
Document and maintain procedures.
Assist in coaching and training less experienced team members as needed.
Required Skills
Ability to make timely, risk-based decisions to minimize negative outcomes.
Strong relationship-building skills and ability to collaborate effectively with teams.
Clear and effective written and verbal communication skills.
Strong critical-thinking and problem-solving abilities.
Ability to work independently on complex issues.
Adaptability to coaching and evolving job responsibilities.
High accuracy and strong attention to detail.
Desired Skills
Financial operations experience
White-glove client service
Account management
Transaction processing / reconciliation
Research
Prioritization
Coaching / mentoring
Strong written and verbal communication
Microsoft Outlook, Excel, and Word
Numbers & Facts
Location
Jacksonville, FL
Skills
Analysis Skillsunmatched
Career Counselingunmatched
Coachingunmatched
Communication Skillsunmatched
Continuous Improvementunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Establish Prioritiesunmatched
Financial Operationsunmatched
Mentoringunmatched
Microsoft Excelunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Operational Supportunmatched
Operations Processesunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Procedure Developmentunmatched
Process Improvementunmatched
Reconciliationunmatched
Regulationsunmatched
Riskunmatched
Risk Analysisunmatched
Sales Managementunmatched
Team Playerunmatched
Time Managementunmatched
Transaction Processing/Managementunmatched
Writing Skillsunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.