Fee Based Senior Associate - Reconciliation (Finance)

Location: Hybrid; expected to work 3 days per week at a corporate office in Saint Petersburg, Florida, or Memphis, Tennessee, United States. Travel is less than 25%.

Company

Asset Management Services, a division of hirify.global & Associates, provides asset management services and products for hirify.global financial advisors.

What you will do

• Perform operational procedures, including account reconciliations, within fee-based operations.
• Research and resolve advanced and complex business issues.
• Provide backup support for cross-functional responsibilities during absences.
• Assist with special projects and maintain data files and records.
• Train other team members and perform additional assigned duties.

Requirements

• Completed high school education is required.
• 4 to 6 months of general experience.
• Knowledge of general office concepts and the principles, practices, and procedures governing fee-based operations, finance, and/or securities industry operations.
• Knowledge of process flows and regulations within an assigned functional area.
• Proficiency with standard office equipment and software applications for correspondence, reports, electronic communications, spreadsheets, and databases.
• Ability to analyze data, identify discrepancies, process and balance daily business transactions, and resolve business issues.
• Ability to organize, manage, and track multiple detailed assignments amid changing priorities and deadlines.
• Effective oral and written communication with internal associates and external contacts at all levels.

Culture & Benefits

• Hybrid work model with regular corporate office attendance.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• People-first culture focused on client-first service, integrity, independence, and a conservative long-term view.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Equal opportunity employment based on merit and business needs.