Russell Tobin · 14 hours ago
Account Processor
Russell Tobin is seeking an Account Processor to assist with year-end high volumes and various tasks related to money movement teams. The role involves performing quality checks on tax payment requests and reviewing money movement requests for accuracy, ensuring a high level of detail and efficiency.
Responsibilities
Candidate will perform quality check on tax payment requests submitted by front office trust team members on behalf of clients
Candidate will be reviewing money movement requests received from the front office Trust teams.They are reviewing for accuracy in the submission and will then move the request along to the next step in the process
Accuracy is the most important function; however, we do have a goal of completing 75+ instances per day
Employee will partner with team members, front office trust officers and trust admins. We do not interact with clients. We interact via TEAMS chat with occasional TEAMS calls/meetings
Qualification
Required
Attention to detail and sense of urgency
Quick learner and ability to pivot to different tasks quickly
MS Office, Word, Excel, PowerPoint
Preferred
Experience using SEI application
Knowledge of federal tax forms
Attention to detail and ability to learn quickly
Experience in the finance industry
Benefits
Comprehensive healthcare coverage (medical, dental, and vision plans)
Supplemental coverage (accident insurance, critical illness insurance and hospital indemnity)
401(k)-retirement savings
Life & disability insurance
An employee assistance program
Legal support
Auto, home insurance
Pet insurance
Employee discounts with preferred vendors
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.