Payments Analyst — Hybrid/Remote, Data-Driven Ops

Remote Jobs; Denver (CO); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(k) with 4% company match

Discretionary time off

Employer-paid life insurance

Employee assistance programs

Pet insurance discount

Fitness credit

Pre-tax dependent care & transport

Job summary

SRS Acquiom in Denver or remote across the Contiguous United States seeks a Payments Analyst to join our high-performing Operations team. You will manage payment workflows, process mail related to security holder documentation, and reconcile shareholder data with strict attention to detail.

The role blends processing with decision-making, handling PII, creating payment files for bank partners, and communicating with sophisticated investors.

Qualifications

• 1-4 years of experience in operations or financial services
• Ability to manage large data volumes and sensitive information
• Strong attention to detail and accuracy
• Excellent written communication and stakeholder liaison skills
• Proficiency in Microsoft Excel

Responsibilities

• Process Letters of Transmittal and other legal documentation submitted via mail and e-mail, complete data entry within the required SLA, and maintain the integrity of the system of record
• Interact with security holders via phone and email regarding deficiencies following the review of account packets
• Create payment files to meet the daily payment deadline
• Process returned payments and stop check requests
• Take ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike
• Track document retention requirements and implement procedures for proper disposal to remain in compliance with FINRA standards
• Identify and implement process improvements to enhance the customer experience, exceed SLAs, and improve efficiency
• Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, this may include evening or weekend hours where needed

Skills

Microsoft Excel

Data handling

Attention to detail

Communication

Time management

Collaboration

Tools

NetSuite

Adobe

Document workflows

Job description

SRS Acquiom in Denver or remote across the Contiguous United States seeks a Payments Analyst to join our high-performing Operations team. You will manage payment workflows, process mail related to security holder documentation, and reconcile shareholder data with strict attention to detail.

The role blends processing with decision-making, handling PII, creating payment files for bank partners, and communicating with sophisticated investors.