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TS Banking Group · 12 hours ago

Operations Coordinator

Treynor, IA

Full-time

Onsite

New Grad, Entry Level

TS Prosperity Group is seeking to hire an Operations Coordinator. This role will analyze and oversee various transactional processes while ensuring compliance with internal policies and regulations.

BankingConsultingFinancial ServicesVenture Capital

Senior Management

Responsibilities

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

Qualification

AccountingBanking knowledgeFinancial operationsCustomer serviceCompliance knowledgePC proficiencyCommunication skillsProject management

Required

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

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