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Financial Reconciliation Specialist
SS&C TechnologiesFinancial Reconciliation Specialist facilitating money movement and reconciliations for clients. Working with banking systems and ensuring quality control with a focus on process improvements.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services and banking operations, with a strong focus on reconciliation, process improvement, and quality control. Proficient in Excel and capable of managing high-volume client interactions while ensuring accuracy and compliance.
Highest-signal resume keywords
Financial Services ExperienceReconciliation ExpertiseExcel ProficiencyProcess ImprovementAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ReconciliationBanking SystemsQuality ControlRoot Cause AnalysisTrend Analysis
Soft Skills
Attention to DetailProblem-SolvingTraining and Guidance
Certifications & Qualifications
High School DiplomaBachelor’s Degree (Preferred)
Industry Keywords
Financial ServicesBankingAccounting
About the role
Key responsibilities & impact- Facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund companies.
- Responsible for reconciliation, entering wires in various banking systems and other team functions.
- Quality control of manual and automated outgoing wires.
- Will be escalation point for more complex functions.
- Follows workflow priorities and ensures all processing standards and client needs are met.
- Performs quality checks by auditing work performed.
- Develops and implements process improvements.
- Minimizes open items by conducting root cause/trend analysis and works with internal teams to reduce/eliminate recurrence.
- Documents processes and procedures.
- Trains and guides associates within direct team by sharing job knowledge and best practices.
Requirements
What you’ll need- High School diploma or equivalent
- Bachelor’s degree or equivalent experience preferred
- Must have 2+ years experience in financial services, banking, reconciliation, accounting etc.
- Excel proficiency.
- Attention to detail and ability to trace problems to their source and see resolution through to completion.
- Ability to effectively manage a high-volume inbox, ensuring timely responses and resolution of client requests.
Benefits
Comp & perks- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off
- holidays
- parental leave
- professional development reimbursement opportunity