Financial Operations Associate

2 weeks ago


Glendale, California, United States Regal Executive Search Full time
Position Overview: Treasury Associate

The Treasury team is integral to our organization, acting as the primary conduit for managing Client fund transactions. We seek a dependable, detail-oriented professional with exceptional organizational and time management capabilities. The ideal candidate will demonstrate the ability to work collaboratively within our global team framework while also being capable of independently managing daily tasks. If you thrive in a professional environment under pressure, we encourage you to explore this opportunity.


This role offers a chance to enhance your professional growth and expertise, as you will engage with essential functions and build relationships across all levels of our organization, including interactions with our Managing Directors and Founders.

Key Responsibilities:

1. Organize and prioritize incoming client payment requests across the company.
2. Collaborate with various departments and international offices.
3. Prepare and review client payments.
4. Maintain updated client payment statuses.
5. Communicate with clients through written correspondence and phone calls.
6. Assist in the maintenance, development, and implementation of systems and databases pertinent to the Treasury function.
7. Explore additional opportunities to support the organization and advance your career.

Job Requirements:

- Bachelor's degree.
- Proven experience in banking, finance, or back-office record management is highly preferred.
- Familiarity with bank payment systems is advantageous.
- Knowledge of the alternative investment sector is desirable.
- Proficient in MS Office Suite (Excel, Word, PowerPoint, Outlook) and Adobe.
- Strong written and verbal communication skills are essential.



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