The Reconciliation Specialist position at Archer offers exposure to multiple functions within investment operations providing middle and back office support for our clients. The Reconciliation Specialist role is primarily responsible for reconciliation, transaction processing, and providing exceptional client service. This position is a hybrid position.
Responsibilities:
- Investigate and resolve all cash and position exceptions across accounts
- Validate and process cash transactions in client accounts
- Execute daily control tasks
- Identify and resolve issues with custodians, banks, and brokers
- Respond to various requests from intermediaries in a timely and professional manner
- Participate in department projects as needed
Position Requirements/Desired Skills:
- Bachelor’s degree in business, finance, or related field preferred
- 1-2 years retail reconciliation experience required.
- Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
- Strong verbal and written communication skills required
- Strong problem solving skills and attention to detail
- Team player with a positive attitude who can effectively train and supervise others
- Self-starter attitude
- Ability to adapt to change in a dynamic environment
- Excellent computer skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems
- Hustle, required