Provides operational support to the Wealth & Institutional Services Division, resolving transaction issues and ensuring compliance. Engages with Financial Advisors and Investment Managers for successful operations.
About the role
- Financial Account Operations Specialist performing financial operations for Insured Health Insurance Division. Utilizing advanced Excel and ensuring compliance with internal controls in a remote hybrid work setting.
Responsibilities
- Performing diverse operational financial and policy activities related to monthly activities
- Supporting the Fully Insured Health Insurance Division for Large Groups
- Interpreting and communicating departmental and organizational policies and procedures
- Adhering to maintained internal controls and tracking reports for reconciliations and analysis
- Monitoring and updating controls to ensure compliance
- Utilizing advanced Excel skills to prepare payment histories and conduct comparisons to accurately bill clients
- Entering information into the finance systems while maintaining rigorous internal controls
- Assisting in the preparation of tracking reports for reconciliations and detailed analysis
- Conducting independent analysis to resolve complex and varied work process issues
Requirements
- Requires H.S. Diploma or equivalent
- Minimum of 4 years relevant work experience
- Advanced Excel skills to include Pivot Table and VLookup functions
- Exposure to Tableau and VBA nice to have
- AA Degree in Accounting preferred
- Independent learner with a keen eye for detail
Benefits
- Merit increases
- Paid holidays
- Paid Time Off
- Incentive bonus programs
- Medical benefits
- Dental benefits
- Vision benefits
- Short and long term disability benefits
- 401(k) + match
- Stock purchase plan
- Life insurance
- Wellness programs
- Financial education resources
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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