Finance Processor
Roth Staffing Companies

Job Info

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Job Title: Financial Processor

Job Type: Temp to Hire

Pay Rate: $25-27/hour

Schdeule: Monday to Friday, daytime, On-Site in Syracuse, NY

The Financial Processors are responsible for the timely and accurate movement of funds into and out of customer accounts with Pershing, and broker/dealer accounts, while maintaining regulatory compliance. Other related duties include answering inquiries from representatives, assistants and co-workers; research and respond to notifications from Pershing; receive, review and transmit various forms to establish accounts and services, as well as data entry.

ESSENTIAL FUNCTIONS, DUTIES AND RESPONSIBILITIES:

• Timely and accurate movement of funds into and out of customer accounts while maintaining regulatory compliance
• Answering inquiries from financial professionals, assistants, and colleagues
• Researching and responding to notifications
• Reviewing and transmitting various forms, including data entry
• Handling check deposits, funds disbursements, check or redemption requests
• Processing wire requests
• Reviewing requests for completeness and following up if additional information is required
• Receive, research, and respond to inquiries from financial professionals with a high level of attention to detail and service
• Additional duties as assigned

REQUIRED EDUCATION, SKILLS, AND EXPERIENCE:

• 3-5 years of financial services / securities operations experience
• Working knowledge of pertinent regulations around client account information and funds movement
• Attention to Detail
• Excellent communication skills
• Strong computer software skills
• Ability to adapt and work well within a fast paced environment
• Self-motivated, with the ability to multi-task on a variety of projects
• Preferred: Strong knowledge of cashiering and AML (Anti-Money Laundering) regulations and protocols
• Preferred: Working knowledge of Microsoft Office applications

For More infomration on this job posting, please text 201.389.7329.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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