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Location

Boca Raton, FL | United States

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Job description

TREASURY COORDINATOR & QC SPECIALIST
The Treasury Coordinator & QC Specialist role is in Boca Raton, FL. This is not a remote or hybrid position and requires local candidates. The role is onsite five days per week.
This individual’s combined responsibilities include quality control, treasury and administrative functions serving fund and asset management clients.
DAY-TO-DAY :

• Careful review on underwriting of foreign government R&D tax incentive programs
• Provide follow-up documentation to submit packages for final approval.
• Track status in Salesforce in collaboration with Credit group within the organization.
• Investment fund processing
• Wire request monitoring and wire request setups
• Ensure the submittal of appropriate documents for wire requests.
• Credit documentation organization for automated delivery to 3 rd party groups.
• Regularly interface with client treasury team
• Assist with office administrative support functions.

QUALIFICATIONS:

• Bachelor’s degree in business, Finance, Accounting, or related field
• Minimum 2 years’ experience working in an administrative position in the financial services/banking sector.
• Proficiency with MS Office Suite including Excel and strong desire and commitment to continuing to advance Excel skills.
• Salesforce &/or GTreasury or similar platforms helpful
• Willing to work onsite in Boca Raton, FL

COMPENSATION : $70K-75K/Year

This is a direct-hire, opportunity, no 1099 or c2c inquiries.

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Job tags

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Salary

$70k - $75k