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Benefits offered by this job
Generous PTO and holiday schedule
401(k) with company match
Employee stock purchase plan
Ongoing training (lunch & learns, financial and health webinars)
Job summary
A financial services company in Atlanta is seeking a detail-oriented individual to manage daily Customer Payments and maintain financial records. Responsibilities include reconciling accounts, investigating discrepancies, and tracking payment trends. Ideal candidates have an Associate or Bachelor's degree in Accounting or related field, proficiency in Excel, and strong problem-solving skills. This role offers an opportunity for growth in a collaborative environment with generous benefits including PTO, 401(k), and ongoing training.
Qualifications
Associate or Bachelor's degree in Accounting or Business Administration is preferred or similar work experience.
Proficient in Microsoft Excel.
Ability to spot errors.
Strong analytical abilities to troubleshoot and resolve issues.
Ability to communicate effectively with internal teams and external banking partners.
Responsibilities
Movement of daily Customer Payments to the Trust/Investors.
Reconcile bank accounts and internal systems to identify discrepancies.
Investigate discrepancies, rejected payments, and missing funds.
Maintain accurate records for all Settlements.
Record and track various Customer Payment types.
Skills
Attention to Detail
Problem-Solving
Effective Communication
Proficiency in Microsoft Excel
Education
Associate or Bachelor's degree in Accounting or Business Administration
Job description
A financial services company in Atlanta is seeking a detail-oriented individual to manage daily Customer Payments and maintain financial records. Responsibilities include reconciling accounts, investigating discrepancies, and tracking payment trends. Ideal candidates have an Associate or Bachelor's degree in Accounting or related field, proficiency in Excel, and strong problem-solving skills. This role offers an opportunity for growth in a collaborative environment with generous benefits including PTO, 401(k), and ongoing training.