Operations Coordinator
Job Description:
Shift: First Shift
TS Prosperity Group is seeking to hire an Operations Coordinator. This position will analyze, interpret, oversee, and process a wide variety of transactional processes for the department; have a basic understanding of banking, investment instruments and entry-level accounting functions.
Education and/or experience includes: Possess an Associate's Degree or Bachelor's degree from an accredited university or institution with the major area of study in Accounting, Business, Economics, or Finance preferred.
Position location: Treynor, IA
Experience and Skills:
Involved in daily, monthly, quarterly and annual compliance activities for department and compliance activities for markets.
Promote good client relations by providing prompt and courteous operational service on all inquiries received.
Coordinate, organize, process and oversee client and compliance account needs.
Operates in full compliance with internal policies and procedures, as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management.
Maintain a knowledge of accounts payable process.
Prepare and process accounts payable procedures for the department.
Perform monthly accounting entries and reconciliations for client accounts.
Complete quarterly federal and state tax filings for client accounts.
Provide customer service to clients regarding financial inquiries.
Support Tax team by gathering and organizing financial documentation.
Accurately and timely deliver accounts payable on a daily basis.
Maintain working knowledge of the banking industry and financial operations industry.
Accurately and timely process all account requests within the department.
Prepare and process month-end, quarter-end, and year-end reporting as applicable.
Research to ensure accuracy on behalf of the client. Maintain records and send claims or inquiries when appropriate to clear outstanding items.
Coordinate all Community Reinvestment donations.
Initiates wire requests to wire desk.
Assist with asset trading, when needed.
Coordination of all incoming and outgoing mail through the department.
Capacity to manage multiple projects and deadlines.
Ability to perform all other duties as assigned.
Comply with all banking and company regulations, policies, and procedures.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position may require the ability to work before or after normal business hours to meet required deadlines and attend meetings and/or training programs.
#TSProsperityGroup
Job Benefits:
Competitive benefits package:
Health and dental insurance
Life insurance package
Generous PTO and holiday package
401K contribution and match
Professional development expense allowance
Gym membership reimbursement
Tuition reimbursement
Paid volunteer time off (VTO)
Wellness program
From: TS Banking Group