Financial Processing Associate

Scottsdale, PA 19482

Job Category: Information Technology Job Number: 156721

Job Description

Job Title:              Financial Processing Associate

Location:               Scottsdale, Arizona - 85260

Job Type:               Contract

Duration:               6 months

Job Description:

Essential Job Responsibilities:


  • To process and report transactions (Incoming/Outgoing Wires, CWR, Direct Deposit, Advantage Account) through various vendor and internal systems.


  • Receives, reviews, researches, and processes money movement transactions, for Transfer Agents (TA) and Broker Dealers (BD) utilizing internal systems.
  • Reviews transactions for accuracy, completeness and adherence to all internal and external regulations. Ensures timely completion of all client requests with minimal rework required.
  • Participates in the production of several control and end of day reports on a daily basis.
  • Demonstrates and maintains a comprehensive knowledge of policies and procedures.
  • Maintains departmental standards for quality and productivity.
  • Demonstrates active engagement in improving the client experience through participating in feedback sessions and process improvement discussions.
  • Sustains and creates effective work relationships by handling peer and management interactions in a professional and cooperative manner.
  • Informs Team Leader of appropriate issues impacting the team and business.
  • Builds productive working relationships across the organization with a focus on exceeding client expectations.
  • Identifies ways to make processes easier for external and internal clients. Minimizes client effort while mitigating risk.
  • Demonstrates ‘best practices’ as an expert resource for the team and department by maintaining a comprehensive knowledge of all primary and secondary departmental processing functions and the processing systems as well as our vendor websites.
  • Performs Same Day Quality Audit functions and provides feedback on quality trends and educational opportunities to the Team Leader.


  • Bachelor Degree
  • 1-2 years related experience in Financial Services
  • MS Excel proficient

About ASK: ASK Staffing is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Staffing connects people with amazing opportunities

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Recruiter:        Holly


Phone:               678-899-6041

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