Financial Transaction Specialist

Phoenix, AZ
19.25/hr. compensation
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Job Description

Our Financial Services client is looking for a strong Financial Transaction Specialist. Position is contract to hire and pays 19.25/hr.

Specialist                                                                                         

SUMMARY OF THE POSITION: The Financial Transactions Specialist (FTS) is an experienced Finance/Accounting professional who is proficient with QuickBooks® and trust accounting software.  The FTS is responsible for the Accounting Department’s direction and performs a variety of routine and complex time-sensitive account administration and financial support functions related to self-directed Individual Retirement Accounts (IRAs) including, but not limited to, verifying assets and transaction activity on file; processing daily deposits from fee income; posting incoming/outgoing wires and checks; collection of past due account receivables and renewal fees; oversight of all funds paid to facilitate client financial transactions; reconciling and balancing daily deposits from trust software and credit card merchants to master trust bank account.  This position requires a demonstrated leader who is a dependable, detail-oriented, analytic problem-solver.  Highly self-motivated with strong interpersonal skills, the FTS is able to effectively multi-task a multitude of daily deadlines while working with a spirit of excellence and accountability for achieving results.  Bachelor’s Degree in Finance or Accounting or a minimum of 5 years hands-on Bookkeeping experience in financial services required.

 



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