Job Description
Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The Specialist is responsible for reconciling various G/L accounts, incoming contributions/loan repayments from plans and participants, and all withdrawals. Ensures the suspense are accurately resolved in a timely manner as per the set procedures. Ensure daily reconciliation of aged suspense for assigned company codes, detailing outstanding reconciling items. Regular follow-up and reach out to associated teams to resolve the age break.