Fee Based Senior Associate - Reconciliation
Hybrid
Core
Provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures with a focus on reconciliation.
Role type
Senior Associate (Reconciliation)
Builds
Data files, records, and reports for fee-based operations
Domain
Financial services / Securities industry
Deliverable
dashboards & analysis
Required skills
Account reconciliation, Data analysis, Mathematical processing, Office equipment operation, Software applications
Responsibilities
Performs operational procedures including account reconciliations, Researches and resolves complex business issues, Maintains data files and records, Assists in special projects, Provides training to team members