Money Movement Specialist
Insight Global
Money Movement Specialist
Our client is hiring Money Movement Specialists to support a growing operations team following a recent acquisition that will increase transaction volume by over 40%. This role is focused on high-volume transaction processing and ensuring accurate movement of client assets. The acquisition closes immediately, with a technology integration occurring in October, making these hires critical to the team's success. The position is based in Phoenix, AZ (hybrid).
Responsibilities
- Process ACHs, wires, checks, journals, and position journals
- Utilize Schwab and/or Fidelity platforms to complete transactions accurately and efficiently
- Manage high-volume, repetitive workflows while maintaining attention to detail
- Research and resolve transaction discrepancies
- Communicate proactively when information is unclear or additional review is needed
- Support account transitions and increased operational volume resulting from acquisitions
Vacancy posted 2 days ago
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