Treasury Support Analyst

4 weeks ago


Buffalo, United States MILESTONE & CO LLC Full time
Job DescriptionJob Description

We are a fast-paced, high-touch qualified settlement services firm designed to provide trusted guidance and support to plaintiffs and attorneys before, during and after litigation. We are recruiting a Treasury Support Analyst to support varying qualified settlement fund banking and administrative functions, in an efficient, detailed, accurate manner. This includes servicing Project Managers on the day-to-day banking operations of fund administration. Our goal is to provide a client-centered process for the administration and distribution of settlement funds.

Our ideal candidate is:

  • A strategic thinker: Ability to think critically and strategically, identifying opportunities for growth in our technology solutions.
  • A strong communicator: Strong interpersonal skills to build and maintain key client and partner relationships. We care about our clients, we show compassion, we are sensitive to the trauma that pervades this industry, and we seek to understand the nuances of others' experiences.
  • Agile and quick-thinking: Ability to think on your feet and thrive in a fast-paced environment. Solutions are innovative and technology-focused, and our services are adaptable to an ever-changing industry. We are resourceful, flexible, and we move quickly and gracefully when delivering results to our clients.
  • A creative and critical thinker: A curious and creative mind, always looking for new ways to solve problems and drive growth. A willingness to explore creative solutions and approaches.

Primary Functions & Responsibilities:

  • Provide support to the Treasury Team and Qualified Settlement Fund (“QSF”) administration team
  • Process and coordinate settlement distributions
  • Support QSF Administration team with file management
  • Handle incoming and outgoing mail, remote check deposits, and maintenance of check Positive Pay files
  • Track daily QSF bank operations and report or resolve issues
  • Collaborate with the team to determine priority of needs and how to triage projects
  • Audit and interpret data
  • Manage client-related distributions
  • Assist with data entry, account ledgering, and other administrative tasks
  • Support bank account procedures including setting up ACH and wire profiles
  • Uphold confidentiality and handle confidential material and information professionally
  • Oversee company projects as needed
  • Monitor check inventory and place supply orders
  • Experience in NetSuite and Salesforce a plus

Requirements & Qualifications:

  • Bachelor’s degree (finance, business administration, or a related field preferred)
  • Working knowledge of banking practices, rules, and regulations
  • 1-3+ years’ experience in an office setting
  • Proficiency in MS Office – Microsoft Outlook, Word, Excel, and Mail Merge
  • The ability to be agile and react quickly to changing priorities
  • Not low, not medium, but HIGH attention to detail & administrative skills
  • A keen sense of urgency/time management relating to all duties
  • Excellent written and verbal communication skills
  • Ability to effectively prioritize, organize, and juggle multiple tasks/projects/deadlines simultaneously

Job Specs & Details:

  • Hours: Monday – Friday 9am-5pm EST
  • Salary commensurate with experience
  • 401(k) w/match
  • Health, dental, & vision insurance
  • Generous paid time off
  • Paid maternity/paternity leave
  • Headquartered in Buffalo, New York with a nationwide full-time remote workforce

Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Milestone is an equal opportunity employer and welcomes candidates from all backgrounds to apply. We are committed to creating a diverse and inclusive workplace.



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