Operations Processor, Robert Half

Operations Processor

Robert Half

Location:

United States, Carpinteria

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

The role involves various financial and administrative tasks to support the operations of a financial institution or department. The successful candidate will collaborate with team members and other stakeholders to ensure accuracy, compliance, and efficiency in operational processes.

Job Responsibility:

Ensure efficient and accurate processing of daily team workload
Carry out daily preparation and reconciliation tasks in a timely and accurate manner
Confirm, send and reconcile trade files prior to daily deadline
Handle departmental ACH and Wire requests, including verification and approval
Assign and analyze service and research requests trends
Report and track process improvement implementation
Serve as the Subject Matter Expert (SME) and first escalation point for the department
Manage internal projects to meet set deadlines and ensure understanding and buy-in from internal and external stakeholders
Implement and manage employee training and development programs
Mentor and train entry level team members within the department
Ensure compliance with company and department Policies and SOPs
Work with management on process, policy, and SOP improvements
Facilitate open and direct dialogues with team members to identify department improvements, career goals, and employee development
Use Microsoft Excel for various tasks, including account reconciliation

Requirements:

Must have proficiency in Microsoft Excel, including knowledge of advanced functions and formulas
Experience in account reconciliation is required, preferably in a financial setting
Familiarity with financial services industry and its associated regulations and standards
Demonstrated ability to process high volumes of transactions accurately
Strong attention to detail and ability to identify discrepancies in data
Exceptional organizational skills to manage multiple tasks and deadlines
Strong communication skills to effectively liaise with team members and other departments
Ability to work in a fast-paced environment and adapt to changing priorities
Proven problem-solving skills and the ability to make sound decisions
Bachelor's degree in Finance, Accounting or related field is preferred

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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