Financial Purchase Specialist
Part Time
Posted on 3/15/2023
INACTIVE
Shamrock Trading is a financial services company.
Company Overview
Shamrock's mission to provide value and success for their customers, their partners and their people.
Locations
Remote • Overland Park, KS, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Requirements
- Bachelor's degree in business administration, finance or related field preferred, but not required
- Reliable high speed internet connection (required for remote workers)
- Effective verbal, written and interpersonal communication skills
- Problem-solving and conflict-resolution skills
- Detail orientated with analytical and technical skills
- Proficient in Microsoft Office and data entry
- Demonstrated ability to meet deadlines
- Experience in the financial industry a plus
- Company issued laptop and monitor/s provided
Responsibilities
- Daily account review and audit procedures for RTS Financial customers
- Regularly update account information to maintain customer records
- Prepare audit reports by collecting and analyzing customer information to ensure that purchases are billed and processed correctly
- Maintain financial account details to ensure that processing customer adjustments are done correctly
- Provide daily funding for assigned work queues
- Perform risk assessments and ensure that procedures are in place and followed to minimize risk associated with funding client accounts
- Manage purchase issues, including clarifying the issue, determining the cause, expediting the correction or adjustment and following up to ensure resolution
- Other duties as assigned
- Note: This is a part-time position and fully remote (optional). Hours are Monday - Friday, 8 AM - 12 PM
- Hourly range: $20-25 per hour