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Truity Partners

Financial Services Associate

waukesha, WI

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Job description

Financial Operations Associate

Location: Waukesha, WI

Base pay range: $24.00/hr - $27.00/hr

Temp to hire basis. The role is 100% on-site with hours of 8am to 5pm or 8:30am to 5:30pm Monday through Friday. Please apply for immediate consideration.

Responsibilities:

Complete daily financial operations activities, e.g., bank and client transaction posting, book-to-cash reconciliation, etc.

Execute financial transactions such as wire transfers, ACH, etc., ensuring compliance with relevant regulations and company policies/procedures.

Complete monthly financial operations activities, e.g., bank account reconciliation, interest earnings allocation, client statement rendering.

Assist with yield enhancement and optimization activities, e.g., data analysis, reporting, recommendations.

Complete bank underwriting and monitoring related tasks, e.g., call report data analysis, bank enforcement action monitoring.

Assist with ongoing development and enhancements to proprietary technology.

Perform other duties as assigned.

Requirements:

Prior experience in banking, financial services or deposit management highly desired.

HS Diploma required; Associate or Bachelor’s degree a plus. Experience will also be considered.

Proficiency in Excel.

Strong attention to detail, organization, and ability to meet deadlines.

Comfort working in a fast-paced, dynamic environment.

Experience with QuickBooks preferred.

Seniority level: Entry level

Employment type: Contract

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Worksite address

waukesha, WI, 53188, US

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