Financial Transaction Specialist
3 days ago
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
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.
-
Financial Operations Specialist
22 hours ago
Riverside, California, United States HUB International Full timeAt HUB International, we are seeking a Financial Operations Specialist to join our team. As a key member of our accounting team, you will be responsible for the efficient processing of high-volume invoices, ensuring accuracy and timeliness. Your attention to detail and organizational skills will enable you to effectively prioritize tasks and manage multiple...
-
Financial Data Specialist
2 weeks ago
Riverside, California, United States SNQPA Richard Chow Full timeJob SummaryWe are seeking a detail-oriented Accounting Assistant to support our team in processing, reconciling, and disbursing financial transactions. The ideal candidate will have excellent analytical and problem-solving skills, with the ability to work effectively in a team environment.Main Responsibilities:Process and reconcile financial transactions in...
-
Financial Operations Coordinator
2 weeks ago
Riverside, California, United States Primerica Financial Services - Lake Elsinore Full timeJob OverviewPrimerica Financial Services is seeking a highly organized and communicative individual to support the daily operations of our Lake Elsinore office. As an Insurance Agent and Office Support Specialist, you will play a crucial role in ensuring the smooth functioning of our remote office.
-
High-Risk Transaction Specialist
2 weeks ago
Riverside, California, United States Pacific Premier Bank Full timeJob Summary:We are seeking a highly skilled High-Risk Transaction Specialist to join our team at Pacific Premier Bank. As a critical member of our Banking Operations department, you will play a key role in supporting the bank's risk management and compliance efforts.About the Role:You will be responsible for reviewing and approving high-risk transactions,...
-
Financial Operations Specialist
2 weeks ago
Riverside, California, United States DemolitionEarthworkWallConcrete Construction Company Full timeJob DescriptionWe are looking for an experienced Financial Operations Specialist to join our team at a Demolition/Earthwork/Wall/Concrete Construction Company.Salary: Competitive salary range is between $65,000 - $85,000 per annum, based on experience.About the JobThis is an exciting opportunity to work in a dynamic and fast-paced environment. As a...
-
Hotel Financial Analyst
3 hours ago
Riverside, California, United States Aimbridge Hospitality Full timeJob SummaryWe are seeking a detail-oriented Hotel Financial Analyst to join our team at Hyatt Place Riverside Downtown in Riverside, California. As a key member of our financial team, you will be responsible for analyzing financial data, preparing reports, and ensuring accurate financial transactions.About the RoleThe successful candidate will possess...
-
Member Support Specialist
2 days ago
Riverside, California, United States SchoolsFirst Federal Credit Union Full timeWe are looking for a dedicated Member Support Specialist to join our team. In this role, you will be responsible for delivering world-class personal member service through various communication channels.About the Role:This position requires excellent communication skills, attention to detail, and the ability to work in a fast-paced environment. You will be...
-
Financial Services Coordinator
20 hours ago
Riverside, California, United States Pacific Premier Bank Full timeJob DescriptionPacific Premier Bank is seeking a highly skilled Financial Services Coordinator to join our team. This role will be responsible for providing administrative support to our financial services team, including managing a high-volume loan pipeline, preparing needs lists in accordance with bank procedures, and creating a positive customer...
-
Central Operations Banking Specialist
2 weeks ago
Riverside, California, United States Workway, Inc. Full timeAre you looking for a career that offers stability and growth? Workway BancForce has an exciting opportunity for a Central Operations Specialist to join our team.About the RoleWe are seeking a highly skilled and experienced professional to work in back-office banking operations. As a Central Operations Specialist, you will be responsible for ensuring the...
-
To Go Specialist Liaison
2 weeks ago
Riverside, California, United States Red Lobster Full timeAbout the Role:As a To Go Specialist at Red Lobster, you will play a vital part in our team by enhancing guests' takeout experience.Key Responsibilities:Take accurate orders to ensure smooth transactions.Assemble prepared food and drink orders for efficient delivery.Provide excellent service to guests both inside and outside the restaurant for curbside...
-
Retail Sales Specialist
2 weeks ago
Riverside, California, United States Spencer Gifts Full timeAs a Retail Sales Specialist at Spencer's, you will play a key role in maintaining excellent Guest Services. This involves efficiently operating the Point of Sale (POS) system while ensuring the security of cash transactions.Supporting the Store Management Team is also crucial to generating sales, conducting regular housekeeping and merchandising duties,...
-
Takeout Experience Specialist
2 weeks ago
Riverside, California, United States Red Lobster Full time**About Red Lobster**Red Lobster - 3003 Route 130 South [Restaurant Associate]As a To Go Specialist at Red Lobster, you will be responsible for enhancing the takeout experience of our guests by providing personalized service and food and drink suggestions. Your key responsibilities include taking accurate orders, assembling prepared food and drink orders,...
-
Cash Handling Specialist
2 weeks ago
Riverside, California, United States The Kroger Company Full timeJoin our team at The Kroger Company and become a Cash Handling Specialist. In this role, you will be responsible for ensuring accurate and efficient cash handling procedures across our stores.Responsibilities:Process customer transactions through the point-of-sale systemCount and manage cash drawer balancesIdentify and report any discrepancies or issuesWith...
-
Customer Service Specialist
20 hours ago
Riverside, California, United States Wingstop Full timeAbout the OpportunityThis is an exciting opportunity to join our Wingstop team as a Customer Service Specialist. As a key member of our team, you will be responsible for delivering World Class service to our guests and contributing to the success of our restaurant.Main ResponsibilitiesYour main responsibilities will include:Greeting and serving guests in a...
-
To Go Specialist Coordinator
2 weeks ago
Riverside, California, United States Red Lobster Full timeJob Title: To Go Specialist Coordinator">About Us: Red Lobster is a leading casual dining restaurant chain known for its seafood dishes. As a To Go Specialist Coordinator, you'll be an integral part of our team, responsible for delivering exceptional takeout experiences to our guests.">Key Responsibilities:">">Enhance guest satisfaction by offering...
-
Import Vehicle Sales Specialist
4 days ago
Riverside, California, United States Riverside Metro Auto Group Llc Full timeRiverside Metro Auto Group LLC is an innovative and forward-thinking organization that is committed to excellence in all aspects of our business. We are currently seeking a skilled Import Vehicle Sales Specialist to join our team and contribute to our continued growth and success.This role offers a competitive $50,000 - $60,000 per year salary package,...
-
Beauty Product Specialist
2 weeks ago
Riverside, California, United States Sally Beauty Full timeSally Beauty is seeking a talented individual to join our team as a Beauty Product Specialist. In this role, you will be responsible for building relationships and inspiring loyalty among customers. Your primary goal will be to provide exceptional customer service by recommending additional and complementary products that meet their needs.Key...
-
Senior Financial Advisor Lead
21 hours ago
Riverside, California, United States Bank of America Full timeJob ResponsibilitiesThe primary responsibility of the Premium Elite Relationship Manager is to manage a book of high-net-worth clients and deliver exceptional customer service. This includes:Developing and implementing personalized investment strategies to meet client goalsProviding ongoing education and support to clients on investment products and...
-
Accounting Operations Coordinator
3 weeks ago
Riverside, California, United States PRS Holdings Inc. Full timeAbout PRS Holdings Inc.Pavement Recycling Systems, the Western United States' premier provider of Recycling Solutions, offers a unique culture of employee ownership and empowerment. As a team member, you'll have the opportunity to grow and succeed in your career, contributing to the company's mission to reclaim, preserve, and rehabilitate pavement at any...
-
Pest Control Specialist
2 weeks ago
Riverside, California, United States Orkin Full timeOrkin, a global residential and business service provider, offers an exciting opportunity for a Pest Control Specialist to join their team. This role involves serving as a problem solver for commercial clients, utilizing in-depth training to decide on the best overall pest solution for each customer's needs.Achieve sales goals through prospecting new...