Financial Operations Specialist

2 weeks ago


Riverside, California, United States SNQPA Richard Chow Full time
Job Overview

Position Type: Temporary to Permanent

About the Role:

The Financial Operations Specialist plays a pivotal role in our financial processing activities. This position involves a diverse range of responsibilities across various departments, including processing, reconciling, associating, disbursing, and providing essential support. Effective collaboration and communication are crucial for the successful completion of tasks. Financial Operations Specialists exhibit a keen attention to detail in their work and thrive in a team-oriented environment. They take pride in their contributions, ensuring that their precision and efficiency lead to favorable outcomes for all stakeholders.

Key Responsibilities:

  • Efficiently manage assigned transactions in accordance with established workflows.
  • Address internal inquiries to accurately track the allocation of funds.
  • Work collaboratively with colleagues to resolve outstanding issues.
  • Maintain clear internal communications to prevent discrepancies.
  • Proactively engage with management regarding matters requiring escalation or regional support.
  • Analyze incoming payments to ensure accurate recording in Broker Management Systems.
  • Ensure all assigned tasks are up-to-date to avoid backlog.
  • Identify and process statements to apply commissions accurately.
  • Review invoices and statements to guarantee proper reconciliation of payments to carriers and brokers.
  • Monitor and track payment trends effectively.
  • Craft engaging electronic correspondence to foster productive partnerships.
  • Undertake additional responsibilities or projects as assigned.

Qualifications:

  • High school diploma or equivalent is required.
  • Preferred: 1 year of experience in accounting, finance, or customer service.
  • Exceptional written and verbal communication skills are essential.
  • Proficient in Microsoft Office Suite: Word, Excel, Outlook.
  • Strong analytical and problem-solving skills.
  • Meticulous attention to detail.
  • Willingness to work additional hours as needed based on business requirements.
  • Ability to communicate effectively through various channels.
Company Overview

At SNQPA Richard Chow, we are dedicated to helping individuals find the right job opportunities that align with their skills and aspirations. Whether you are seeking a new position, aiming for career advancement, re-entering the workforce, or looking to gain more experience, we are here to assist you in locating the ideal role that suits your interests.



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