Public Finance Account Services Specialist

Hilltop Securities Inc.; Dallas (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

HilltopSecurities is seeking an Account Services Representative for its Government Investment Pool Division. The role supports cities, school districts, counties, and other government participants through enrollment, onboarding, and ongoing account maintenance.

Responsibilities include processing paperwork, setting up accounts, updating wiring/ACH details, managing user access, and generating reports. Strong data entry, writing, and multitasking skills are essential in a fast-paced environment.

Qualifications

• Background in banking with 3–5 years’ experience.
• Accurate and timely data entry with attention to detail.
• Excellent interpersonal, organizational, and writing skills.
• Ability to manage multiple tasks in a high-paced environment.
• Proficiency with Microsoft Office and SharePoint.

Responsibilities

• Process account paperwork for new and existing participants for local government investment pool.
• Set up new accounts, update wiring/ACH information, and changes to authorized representatives.
• Detailed data entry of account information into department databases and mainframe systems.
• Assist participants with research requests and providing account reports.
• Manage user access and reset online credentials; assist in periodic user reviews.
• Assist the Funds Transfer Representative with inquiries via phone, email, fax, and online.
• Prescreen participant policies and prepare certification letters for supervisory review.
• Maintain participant files and prepare enrollment packets and binders.
• Prepare monthly program newsletters and other department reports using Adobe InDesign and Harvard Graphics.
• Other duties as assigned.

Skills

Banking experience

Data entry

Interpersonal skills

Writing skills

Multitasking

Prioritization

Tools

Microsoft Outlook

Word

Excel

PowerPoint

SharePoint

Job description

HilltopSecurities is seeking an Account Services Representative for its Government Investment Pool Division. The role supports cities, school districts, counties, and other government participants through enrollment, onboarding, and ongoing account maintenance.

Responsibilities include processing paperwork, setting up accounts, updating wiring/ACH details, managing user access, and generating reports. Strong data entry, writing, and multitasking skills are essential in a fast-paced environment.