Finance CSR II

ICONMA, LLC • United States, United States • 13h ago

Our Client, a Financial Service company, is looking for a Finance CSR II for their Minneapolis, MN (onsite) location. Responsibilities:

Performs a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of unit functions and systems.

differentiating, processing and reconciling transactions; researching inquires; resolving customer complaints; reviewing time sensitive and/or complex documents; creating or revising departmental procedures. Coordinates situations involving multiple departments. May provide department level reporting using multiple sources. May provide training or work direction to junior level staff. Provides back-up for other desks. May have extensive customer contact; works under minimal supervision. Day to day processing. Risk management and compliance. Maintenance and set up.

Requirements:

High School/GED

High School Diploma or equivalent.

3 - 5+ years of experience in customer service, operations, financial services or business processing.

Strong attention to detail and accuracy.

Good verbal, written and interpersonal communication skills. Effective organizational, multi-tasking skills.

Ability to work independently while exercising sound judgement.

1+ years of experience - experience in customer service, operations, financial services, or business processing preferred

Strong attention to detail and accuracy

Strong typing and 10 key skills is required.

Good verbal, written, and interpersonal communication skills

Effective organizational, multi-tasking skills

Ability to work independently while exercising sound judgement

Ability to comprehend moderate operational processes and their interrelationship

Team player with strong interpersonal skills and adaptability

Self-starter with ability to follow request through resolution

Basic proficiency with key MS Office programs (Word, Excel, Outlook, OneNote, Teams)

Trust & Custody operations experience a plus

Experience with industry tools such as SEI T3000, DTCC, International Custodial Services, NSCC, etc. a plus

Knowledge of DTC (depository trust company), Fedwire securities products and services, and non-depository securities processing a plus

There will be 20 members of the team with the addition of the Contingent Worker.

Some of the team are in Minnesota, some in Texas, and several are in Pune, India.... we all work together to service the client. Service center environment with cubicles.

Why Should You Apply?

Health Benefits

Referral Program

Excellent growth and advancement opportunities

As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.

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