Funds Transfer Specialist Job at Hilltop Securities
Job Summary:
Essential Functions:
Job Requirements:
Hilltop Securities is currently looking to hire a Funds Transfer Specialist. The Funds Transfer Specialist will provide client support to cities, school districts, counties and other government entity participants particularly related to the transfer of client funds within our Asset Management products. Responsibilities include answering participant calls, assisting participants with funds transfer requests and other inquiries, account research, bank account monitoring and reconciliation and reporting.
- Respond to incoming client calls on department 800 number
- Process manual transaction requests from government investment pool, white label money market fund and insured bank deposit program participants
- Communicate daily manual transaction requests and changes to transfer agent and operations
- Continual review of the DDA accounts to ensure timely flow of daily fund transfer activity
- Perform end of day DDA account and ACH file reconciliation for all pools/funds.
- Perform a variety of reporting responsibilities related to pool activity, operational activity, participant account matters and resolution.
- Serves as the back-up to the Account Specialist
- Assists the Director of Client Services with special projects as assigned
- Other functions as needed
Job Requirements:
- A background in banking, particularly banking or financial client services/support is essential
- History of direct client interface either in person or by phone
- Accurate and timely data entry skills are a must.
- Attention to detail is critical
- Requires excellent interpersonal and organizational skills with the ability to prioritize multiple tasks while meeting deadlines
- Accustomed to working in a fast-paced, team oriented environment
- Computer skills required include Microsoft Outlook, Word, and Excel. 10 key skills are required.
- Strong communications skills, both oral and written and effective interpersonal skills.
At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.
As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.
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