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Equitable · 6 hours ago

Disbursement Analyst (REMOTE)

United States

Full-time

Remote

Entry Level

$41K/yr - $55K/yr

1+ years exp

Equitable is a company committed to helping clients secure their financial well-being. The Disbursement Analyst position involves processing disbursement related transactions, reviewing documents for accuracy, and ensuring compliance with federal and state requirements while collaborating with an offshore team.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Utilize multiple mainframe systems to process disbursement related transactions

Review AWD to confirm paperwork has been completed timely and is in order

Determine if paperwork is in order to process or refer to Not In good order (NIGO) unit for follow up

Validate original Medallion Signature Guarantee, if available

Review power of attorney documents and trust documents for signature compliance

Review disbursement transaction for company financial controls

Ensure all company federal and state compliance requirements are met

Work on Ad hoc projects as needed

Qualification

Disbursement process knowledgeFinancial services experienceAnalytical thinkingProblem solvingCustomer support systemsManaging multiple prioritiesResults orientationStrategic thinkingEffective communicationSelf-starter

Required

1+ years of experience in financial services industry or customer service

Preferred

Knowledge of the Disbursement process

Ability to handle multiple processes and prioritize workload and be organized and detail oriented

Ability to think creatively, communicate effectively both written and verbal, and work collaboratively

Self-starter; ability to work independently with little supervision while contributing as a team member

Sound analytical, problem solving and decision making skills

Reliable with the ability to meet attendance and punctuality standards

Ability to handle sedentary nature of job

Demonstrated accountability and sense of urgency

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)