Treasury Associate

Ultimus LeverPoint Private Fund Solutions; Town of Clifton Park (NY); On-site; USD 30,307 - 35,817; Full time

Job summary

A financial services firm in Clifton Park is seeking a Senior Talent Acquisition Specialist to manage transaction requests and compliance processes. The role involves preparing various payment types on multiple banking platforms, collaborating with teams, and maintaining compliance with industry regulations. Ideal candidates have a degree in business or finance, and experience in electronic payments is preferred. This is a full-time position offering a pay range of $22-$26 per hour.

Qualifications

• 0-2 years’ experience in banking, treasury, accounting or finance with direct exposure to electronic payments.
• Ability to multitask in a fast-paced environment without hindering accuracy.
• Proficiency in Microsoft Excel required.

Responsibilities

• Prepare investment wires, vendor ACHs, and checks on multiple banking platforms.
• Process bulk investor wire payment files efficiently.
• Obtain understanding of online banking platforms.

Skills

Attention to detail

Communication skills

Organization

Problem-solving

Self-motivation

Education

Two-year degree in business, accounting, finance

Tools

Microsoft Excel

Job description

1 week ago Be among the first 25 applicants

Ultimus LeverPoint Private Fund Solutions provided pay range

This range is provided by Ultimus LeverPoint Private Fund Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$22.00/hr - $26.00/hr

Direct message the job poster from Ultimus LeverPoint Private Fund Solutions

Senior Talent Acquisition Specialist at Ultimus LeverPoint

The Treasury Team is responsible for the development, implementation, research, and review of treasury and compliance processes for transaction requests and other items created on behalf of our clients. This includes staying current with industry regulations and standards. This position is fast-paced, high volume and team oriented. The individual’s primary responsibility will be to accurately prepare wires, ACH and check payments. Assisting in the review of transactions prepared by other teammates. Advising on electronic payment and banking platform application questions, and assist with training and updates for treasury procedures. An ability to professionally and confidently advise colleagues on processes is required. Projects and ad hoc tasks will be assigned to this position as needed.

Responsibilities:

• Prepare transactions including investment wires, vendor ACHs and checks on multiple banking platforms
• Process bulk investor wire payment files
• Obtain and demonstrate thorough understanding of 20+ online banking platforms
• Process digital and mailed deposits and maintain incoming check log
• Collaborate with other functional units to obtain all support necessary to process payments
• Scanning and monitoring KYC/OFAC compliance and watch lists
• Assist in the support and maintenance of internal procedures and company resources
• Coordination and completion of special projects as dictated by the company

Qualifications:

• Minimum of a two-year degree in business, accounting, finance or related field preferred
• 0-2 years’ experience in banking, treasury, accounting or finance with direct exposure to electronic payments.
• High attention to detail and ability to multitask without hindering accuracy and timeliness in a fast-paced environment with competing demands is a must
• Excellent communication, organization, planning, and problem-solving skills required
• Proficiency in Microsoft Excel required
• Self-starter and highly motivated to follow projects through to completion while handling competing demands that may require immediate attention

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Accounting and Banking

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