Client Operations Analyst I - LanceSoft Inc
Pittsburgh, PA 15262
About the Job
Job Description:
Onsite during training
After training Hybrid 3 days
This position is mainly responsible for completing the daily tasks. S/he needs to be attentive in following the procedures and reporting discrepancies. S/he needs to ensure assigned tasks are completed on time and issues escalated appropriately. B. Com, BBA. MBA (Fin).
SKills:
Daily responsibilities
Onsite during training
After training Hybrid 3 days
This position is mainly responsible for completing the daily tasks. S/he needs to be attentive in following the procedures and reporting discrepancies. S/he needs to ensure assigned tasks are completed on time and issues escalated appropriately. B. Com, BBA. MBA (Fin).
SKills:
- MS office experience is helpful .
- Candidate must have Revenue Accounting. Accounting/ Finance backgrounds.
Daily responsibilities
- Billing of Wealth accounts for a number of regions.
- Setup and Maintenance of all Wealth Accounts
- Disbursements for co-trustees and referred companies
- Invoicing and tracking of accounts
- Hours : Monday - Friday 8:00-5:30 pm
- Will this have the ability to be temp to perm? Yes
- How many years exp are you looking for? 1 year
Source : LanceSoft Inc