New York Licensed Financial Representative

A company is looking for a Financial Transaction Representative to process and monitor financial transactions in a remote setting. Key Responsibilities Process and monitor a wide range of financial transactions, ensuring compliance and accuracy Analyze financial transactions and determine appropriate processing methods Develop and maintain relationships while providing exceptional customer service Required Qualifications An associate's degree in accounting or finance plus 2 - 4 years of related experience, or equivalent education and experience Experience in a complex, high-demand environment with the ability to prioritize multiple deliverables Capacity to collaborate and build effective working relationships with diverse groups Experience using standard office productivity tools, including Microsoft Office suite Understanding of financial policies and procedures, preferably in a higher education context

Mar 27, 2025 - 19:57
 0
New York Licensed Financial Representative
A company is looking for a Financial Transaction Representative to process and monitor financial transactions in a remote setting. Key Responsibilities Process and monitor a wide range of financial transactions, ensuring compliance and accuracy Analyze financial transactions and determine appropriate processing methods Develop and maintain relationships while providing exceptional customer service Required Qualifications An associate's degree in accounting or finance plus 2 - 4 years of related experience, or equivalent education and experience Experience in a complex, high-demand environment with the ability to prioritize multiple deliverables Capacity to collaborate and build effective working relationships with diverse groups Experience using standard office productivity tools, including Microsoft Office suite Understanding of financial policies and procedures, preferably in a higher education context