Financial Operations Associate
Ascensus(1 month ago)
About this role
This role supports day-to-day financial operations for Ascensus' savings platforms, focusing on fee processing, billing, and payment distribution for RIAs, TPAs, and government savings contracts. The position also maintains related databases and reporting to ensure accurate reconciliations and advisor/third‑party payments.
Required Skills
- Excel
- Access
- Payment Processing
- Billing
- Reconciliation
- Reporting
- Database Management
- Quality Control
- Invoicing
- Wire Transfers
+4 more
Qualifications
- Bachelor's Degree in Accounting or Finance (Preferred)
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
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