Financial Transaction Specialist

3 days ago


Riverside, California, United States SNQPA Richard Chow Full time
About the Position

The Financial Transaction Specialist is a crucial role within our organization, responsible for processing, reconciling, and disbursing various functions assigned by the department. Collaboration and effective communication are key to completing tasks efficiently.

We seek an individual who takes pride in their work, ensuring accuracy and efficiency lead to successful resolution and results. Key responsibilities include:

  • Transacting assigned items efficiently following transactional workflows
  • Creating and responding to internal inquiries to identify fund placement
  • Collaborating with team members to resolve open items
  • Maintaining and upkeeping internal communications to prevent discrepancies
  • Proactively connecting with leadership on escalated or regional assistance items
  • Analyzing incoming payments to record items correctly in Broker Management Systems
  • Ensuring all tasks assigned are updated and current to prevent backlog
  • Identifying and processing statements to apply commissions correctly
  • Reconciling payments to carriers and brokers
  • Tracking payment patterns
  • Building effective electronic correspondence engaging partnerships

Qualifications:

  • High school diploma or equivalent required
  • 1-year experience in accounting/finance/customer service fields preferred
  • Excellent written and verbal communication skills
  • Experience utilizing Microsoft Office Suite: Word, Excel, Outlook
  • Strong analytical and problem-solving capabilities
  • Solid attention to detail
  • Flexibility working additional hours as needed based on business needs
Salary and Benefits

The estimated salary for this position is $45,000 - $60,000 per year, depending on location and experience. Additionally, we offer a range of benefits, including health insurance, 401(k) matching, and paid time off.



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