Revolution Technologies · 9 hours ago
Finance Associate
Memphis, TN
Contract
Hybrid
Entry Level
$24/hr - $24/hr
2+ years expRevolution Technologies is seeking a Finance Associate to support the Account Transfers team. This role involves reviewing and approving client requests for account transfers, maintaining detailed records, and ensuring timely completion of requests.
DeliveryHuman ResourcesInformation Technology
Hiring Manager
Donna Lott
Responsibilities
Reviews and approve client requests to transfer accounts to and from contra firms
Routinely make phone calls to the contra firms regarding status of transfers
Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents
Scrutinizes information contained in all types of transfer forms and letters of authorization
Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment
Reconciles client accounts accurately
Effectively creates and distributes client correspondence
Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism
Performs general clerical activities, including faxing, copying, and filing
Assists other areas of the department with various functions when volume is high and/or staffing levels are low
Performs other duties and responsibilities as assigned
Qualification
Required
2+ years of recent administrative or client services experience within a professional office environment (not from healthcare)
Experience working in banking or financial services
Experience processing documents/document management
Strong data entry skills - completion of a data entry assessment required. Suitable candidates must score at least 6000 KPH with 85% accuracy or higher
Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
Willingness to go above and beyond for customers
Proactive problem-solving skills
Ability to maintain a professional demeanor at all times
Strong written and verbal communication skills
Minimum of a High School Diploma/GED Completed
Company
Revolution Technologies
Revolution Technologies is a staffing and recruiting company that offers contract staff augmentation and permanent staffing solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Ted Parker
Founder & Chief Executive Officer
Miles Toshie
Executive Vice President/Partner
Recent News
EIN Presswire
2025-12-17
Company data provided by crunchbase