Finance Support Associate

Responsibilities

• Provide world class customer service.
• Work closely with *** branch associates to review and approve money movement requests in a timely manner.
• Work in a fast-paced environment with high quality standards.
• Communicate with Senior Management and Branch Associates when needed.
• Work in a team setting using critical thinking skills and internal resources to resolve escalations.
• Apply risk approved policies to prevent client fraud.
• Keep current on SEC/FINRA, Compliance and Firm Policies for transaction-based requests.
• Work on projects and technology pilots when appointed.
• Other duties as assigned.

Qualifications

• College preferred or equivalent experience
• 3 years of related experience
• Ability to demonstrate success in previous roles
• Basic clerical and administrative skills
• Effective written and verbal communication skills
• Excellent interpersonal and client service skills
• Organizational skills, decision making skills, attention to detail and excellent follow up skills
• Experience using Microsoft suite
• Ability to learn new systems and troubleshoot technology issues in a timely manner