SRS Acquiom - Payments Analyst
Requirements
• 1–4 years of experience in operations, financial services, or other documentation-heavy roles • Comfort working with large volumes of data and handling sensitive information • High attention to detail (yes, we said it again - it really does matter here) • Ability to work collaboratively and build relationships across the organization • Strong written communication skills, especially for stakeholder correspondence and internal handoffs • Self-motivation: you’ll be busy, and you’ll need to manage your time accordingly • Microsoft Excel proficiency • Familiarity with tools like NetSuite, Adobe, and document workflows a plus • Desired Characteristics • Positive attitude • Operates with highest integrity and attention to detail • Ability to prioritize and multi-task • High attention to detail, accuracy and thoroughness • Must be available to work standard business hours, and an occasional night/weekend, should they come up. • *We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process.** • Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. • Fraud & spam screening. • human review • This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. • With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.
Responsibilities
• Process Letters of Transmittal and other legal documentation submitted via mail and e-mail, complete data entry within the required SLA, and maintain the integrity of the system of record • Interact with security holders via phone and email regarding deficiencies following the review of account packets • Create payment files to meet the daily payment deadline • Process returned payments and stop check requests • Take ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike • Track document retention requirements and implement procedures for proper disposal to remain in compliance with FINRA standards • Identify and implement process improvements to enhance the customer experience, exceed SLAs, and improve efficiency • Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, this may include evening or weekend hours where needed
Benefits
• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start • A 401(k) with a 4% company match to keep your future on track • Discretionary time off - take the time you need, when you need it • Employer‑paid life insurance, with the option to add extra coverage for peace of mind • Employee Assistance Programs for confidential support when life gets complicated • Discounted pet insurance (because furry family members count, too) • A fitness credit to back your health and wellness goals • Pre‑tax plans for dependent care, transportation, and flexible spending
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