Deposits Specialists
5 days ago
Role: Deposits Specialists/Domain Specialist
Exp- 5+ Years
Responsibilities:
• Process incoming funds for client accounts (checks, wires, ACH) with correct tax codes
• Demonstrate good risk management decisions; mitigate any financial or reputational risk to the company
• Must process with efficiency and accuracy
• Multi-tasking for completion between department tasks and workflows
• Generate reports and notices to clients as assigned
• Perform strong client interaction and outreach
• Review deposit reports and resolve discrepancies
Qualifications:
• Strong attention to detail
• Accurate keyboard skills and proven ability to enter data at the required speed (10 Key experience is required)
• Proficiency with Microsoft Office
• Excellent verbal and written communication skills
• Ability to use critical thinking to problem solve
• Highly motivated individual who takes initiative to ensure daily tasks are being completed
• Knowledge of Individual Retirement Accounts (IRA) and other investment accounts is a plus
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