Description

Interested in joining the financial services industry? If you recently graduated with a Bachelors Degree and are looking for a position where you can support a growing company with financial transactions, then you are encouraged to apply to this position!

Please note, you do NOT need to have a degree in Finance or Accounting to be considered, a Bachelors Degree in any field of study is required to be considered for this position.

Growing company in the financial services industry is seeking a Treasury Management Associate to assist in their asset management department. The Treasury Management Associate will be responsible for assisting with customer reports and associated accounting documentation. Daily tasks may include researching and resolving issues pertaining to financial transactions. You will be responding to information requests by clients, bank contacts, management and for audit purposes. You will serve as a point of contact for Third Party Administrators, Financial Advisors and banking staff. Issues can arise if the proper documentation or approvals are missing, if deposits are not processed correctly, or transactions have not been properly coded. On a daily basis, you will be responsible for posting customer transactions, verifying amounts and coding and follow strict policies & procedures. You will report to the Treasury Management Manager.

Daily tasks may include:

Enter, verify, and/or post customer transactions by reviewing appropriate documentation

Verify the accuracy of cashiering input and output to insure correct coding.

Answer phone calls from clients, bank contacts, and participants as needed

Monitor messages online, client emails, and respond to issues in a timely manner

Learn and understand regulatory and compliance issues related to customer cashiering and tax reporting

Perform asset transfers and share updates across the department

Reconciles banking transactions with customer transaction records daily

Provides Treasury Management Manager with assistance when gathering necessary customer transactional information and other documents for audits.

Assists Treasury Management Manager with preparing, mailing, and filing required tax forms with federal and state government agencies.

Requirements include:

Bachelor's Degree is required. Preferred Degrees are Finance, Accounting, Economics or Business however other relevant degrees will be considered

Strong Microsoft Office skills, especially in Microsoft Word and Excel

Must be extremely organized and possess a strong attention to detail

Strong interpersonal skills and team-mentality is essential!

The position will require tight deadlines so individuals must be able to multi-task, prioritize responsibilities and work efficiently in a fast-paced environment

Excellent problem-solving skills are required!

The hours for this Entry Level Treasury Management Associate position will be Monday through Friday from 8:30am-5:30pm. All training will be conducted ONSITE at their office in the Strip District. After the training process, there is a possibility for the Treasury Management Associate to work a hybrid schedule, but only after training has concluded.

If you are interested in being considered, please apply online and then CALL 412-471-5946! Please ask for Carrie when you call and reference job number 03730-0013061874. Thank you

Requirements

To be considered for this Entry Level Treasury Management Associate role, you should meet all or most of the following requirements:

• Bachelor's Degree is required. Preferred Degrees are Finance, Accounting, Economics or Business however other relevant degrees will be considered

• Strong Microsoft Office skills, especially in Microsoft Word and Excel

• Must be extremely organized and possess a strong attention to detail

• Strong interpersonal skills and team-mentality is essential!

• The position will require tight deadlines so individuals must be able to multi-task, prioritize responsibilities and work efficiently in a fast paced environment

• Excellent problem-solving skills are required!

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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