Operations Reconciliation Specialist
2 weeks ago
JOB DESCRIPTIONPosition Title: Operations Reconciliation SpecialistLocation: Cornelius, NCEmployment Type: Part-Time, 9AM-2PM, Non-ExemptMinimum Experience: 1-2 YearsPosition Summary: The Operations Reconciliation Specialist is a member of the outsourcing team whose primary responsibility is to reconcile various processes performed by the outsourcing team, supporting segregation of duties. The position is currently part-time but may lead to full-time in the future.Essential functions of the Operations Reconciliation Specialist:Perform daily reconciliation of asset positions with custodian/s, DDA/trust accounting system. Perform monthly reconciliation of internal/house suspense accounts. Ensure all exceptions are researched and resolved in an efficient, and timely manner limiting the financial liability and exposure to the company and the clients we service.Create and produce daily/monthly reports based on service level commitment.Import/export data files to supported third-party service providers.Facilitate monthly fee processing and render fee invoices.Adhere to established duties and controls, ensuring accuracy and consistency for all functions performed.Research and resolve routine and complex problems.Ability to work in multiple client databases and meet deadlines to achieve SLA.Assist with testing of procedures.Cross train to serve as back-up to other associates.Regular and reliable attendance is an essential function of this position. Other duties as assigned.Qualifications of the Operations Reconciliation Specialist:Must be available Monday through Friday, starting at 9AM, 20-25 hours per week.Knowledge of Trust accounting principles and /or knowledge of trust/securities operations a plus, one to two years preferred.Accounting background required.Experience working on a trust accounting system or Infovisa's MAUI system a plus.Proficiency in Microsoft applications (Excel, Word, SharePoint, PowerPoint, Outlook) required.Strong mathematical aptitude.Analytical thinking and problem solving.Ability to perform job functions effectively, work independently and in a team environment while communicating effectively.Must be able to multi-task, possess strong attention to detail, organizational , and time-management skills to meet deadlines. Self-directed and takes initiative.Maintain a positive and professional outlook.About Infovisa and Infovisa Wealth ServicesInfovisa, Inc. builds, sells, and supports a software product called MAUI that is used to perform trust accounting functions for trust accounts. Infovisa Wealth Services ("IWS") is a subsidiary of Infovisa, Inc., IWS uses the software built by Infovisa to perform the back office operations functions for clients of Infovisa.For more information about Infovisa, visit www.infovisa.com.
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Operations Reconciliation Specialist
2 weeks ago
Cornelius, NC, United States Infovisa Full timeJOB DESCRIPTIONPosition Title: Operations Reconciliation Specialist Location: Cornelius, NCEmployment Type: Part-Time, 9AM-2PM, Non-ExemptMinimum Experience: 1-2 YearsPosition Summary: The Operations Reconciliation Specialist is a member of the outsourcing team whose primary responsibility is to reconcile various processes performed by the outsourcing team,...
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Operations Reconciliation Specialist
1 day ago
Cornelius, NC, United States Infovisa Full timeJOB DESCRIPTIONPosition Title: Operations Reconciliation Specialist Location: Cornelius, NCEmployment Type: Part-Time, 9AM-2PM, Non-ExemptMinimum Experience: 1-2 YearsPosition Summary: The Operations Reconciliation Specialist is a member of the outsourcing team whose primary responsibility is to reconcile various processes performed by the outsourcing team,...
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Operations Reconciliation Specialist
3 days ago
Cornelius, NC, United States Infovisa Full timeJOB DESCRIPTIONPosition Title: Operations Reconciliation Specialist Location: Cornelius, NCEmployment Type: Part-Time, 9AM-2PM, Non-ExemptMinimum Experience: 1-2 YearsPosition Summary: The Operations Reconciliation Specialist is a member of the outsourcing team whose primary responsibility is to reconcile various processes performed by the outsourcing team,...
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Operations Reconciliation Specialist
2 weeks ago
Cornelius, NC, United States Infovisa Full timeJOB DESCRIPTIONPosition Title: Operations Reconciliation Specialist Location: Cornelius, NCEmployment Type: Part-Time, 9AM-2PM, Non-ExemptMinimum Experience: 1-2 YearsPosition Summary: The Operations Reconciliation Specialist is a member of the outsourcing team whose primary responsibility is to reconcile various processes performed by the outsourcing team,...
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Operations Reconciliation Specialist
4 weeks ago
Cornelius, United States Infovisa Full timeJob DescriptionPosition Title: Operations Reconciliation SpecialistLocation: Cornelius, NCEmployment Type: Part-Time, 9AM-2PM, Non-ExemptMinimum Experience: 1-2 YearsPosition SummaryThe Operations Reconciliation Specialist is a member of the outsourcing team whose primary responsibility is to reconcile various processes performed by the outsourcing team,...
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Trust Operations Outsourcing Specialist
3 weeks ago
Cornelius, United States Infovisa Full timeJob Description Job Description Position: Trust Operations Outsourcing Specialist Location: Cornelius, NC Type: Full Time FSLA Status: Non-Exempt Hours: 8:00 AM – 5:00 PM, Eastern Date Revised: July 22, 2021 Company Overview: Infovisa, Inc., an industry leader in trust and financial accounting software and services, has an opportunity for a Trust...
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Device Operations Specialist
4 weeks ago
Cornelius, United States Inceed Full timeCompensation: $52,000-$60,000Location: Cornelius, North CarolinaPosition: Device Operations SpecilaistInceed has partnered with a great company to help find a skilled Device Operations Specialist to join their team!This role offers the opportunity to blend customer account ownership with hands-on operational responsibilities in the device depot. You’ll...
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Device Operations Specialist
3 weeks ago
Cornelius, United States Inceed Full timeCompensation: $52,000-$60,000Location: Cornelius, North CarolinaPosition: Device Operations SpecilaistInceed has partnered with a great company to help find a skilled Device Operations Specialist to join their team!This role offers the opportunity to blend customer account ownership with hands-on operational responsibilities in the device depot. You’ll...
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Device Operations Specialist
2 weeks ago
Cornelius, United States Inceed Full timeCompensation: $52,000-$60,000Location: Cornelius, North CarolinaPosition: Device Operations SpecilaistInceed has partnered with a great company to help find a skilled Device Operations Specialist to join their team!This role offers the opportunity to blend customer account ownership with hands-on operational responsibilities in the device depot. You’ll...
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Device Operations Specialist
4 days ago
Cornelius, North Carolina, United States Inceed Full timeCompensation: $52,000-$60,000Location: Cornelius, North CarolinaPosition:Device Operations SpecilaistInceed has partnered with a great company to help find a skilledDevice Operations Specialistto join their teamThis role offers the opportunity to blend customer account ownership with hands-on operational responsibilities in the device depot. You'll act as...
