Financial Purchase Specialist
Part Time
Posted on 3/15/2023
Shamrock Trading

1,001-5,000 employees

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.
Remote • Overland Park, KS, USA
Experience Level
  • 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
  • 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