The Account Processor plays a vital role in managing and maintaining accurate financial account data within a medium-sized team. Reporting to both the Finance Director and Operations Manager, this position focuses on data entry, document management, and customer support while utilizing desktop and cloud-based financial tools. The role requires strong attention to detail and effective communication to ensure smooth account processing operations without any travel requirements.

Responsibilities

• Perform accurate data entry and maintain document management systems
• Generate and manage regular financial and operational reports
• Provide timely customer support regarding account inquiries
• Utilize CRM systems and financial software tools for account processing
• Collaborate effectively within a medium team to meet operational goals

Required Qualifications

• Associate degree in Business or related field

Preferred Qualifications

• 5+ years of experience in account processing
• Series 6 and SEI certifications
• Proficiency in data entry and Microsoft Excel
• Strong attention to detail and time management skills
• Effective communication and problem-solving abilities