Job description

FirstService Financial, Inc. is an affiliate of FirstService Corporation (FSRV- NASDAQ), delivering best-in-class financial and insurance services to protect and enhance the value of our 8,600 client properties. Currently, we oversee the placement of insurance in 4000 locations throughout North America and manage over $5.5 billion in cash equivalents.

Certified as a Great Place to Work across the U.S. and Canada, we believe exceptional support to our communities starts by taking care of each other. We aim to provide a positive workplace environment for our associates through resources for professional development, complemented by competitive pay and benefits, workplace events, an associate relief fund for personal emergencies, and more.

Essential Duties & Responsibilities:

• Review, process, and reply to all assigned Treasury requests from the customer relationship management (CRM) ticketing system.
• Support FirstService Financial relationship management team with opening bank accounts for management clients.
• Analyze, and prepare various banking documents containing clients’ personal information.
• Work with banking partners to open bank accounts for management clients.
• Provide new account information to local Treasury Departments to ensure accounts are set up in Accounting Platforms.
• Provide account funding instructions to local Treasury Departments to transfer funds into new accounts.
• Provide account closure requests to local Treasury Departments.
• Updates various Excel, SharePoint, Smartsheet, and other databases for informational and tracking purposes.
• Liaison between FirstService Financial relationship management teams and banking partners to identify possible issues and inconsistencies and suggest appropriate corrective standard operating procedures.
• Assist Treasury leaders in the preparation of standing operating procedures.
• Assist with special projects and other treasury functions as needed.

Additional Duties & Responsibilities:

• Conduct business always with the highest personal, professional, and ethical standards.
• May participate in various meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems, and maintain specified knowledge of new developments, requirements, policies, and Treasury standard operating procedures.
• Ensure all safety precautions are followed while performing the work.

Supervisory Responsibility:

No supervisory responsibilities.

Education & Experience:

Bachelor’s Degree in Accounting, Finance, Business, or related field from an accredited college or university, and three years or more of functional experience in Banking or Cash Management; or equivalent combination of education and experience. Experience in Property Management is a plus.

Knowledge, Skills & Proficiencies:

• Must have a demonstrated ability to understand effective cash management processes and be proactive in improving workflows to support & enhance cash processes and establish best practices.
• Must have excellent critical thinking skills and time-management skills to complete duties accurately and by established deadlines; and a proven ability to perform various complicated tasks with the ability to “change gears” frequently & work independently with strong attention to detail.
• Excellent customer service skills
• Strong verbal and written communication skills.
• Strong computer skills with programs such as MS Excel, Customer Relations Management (CRM)
• Ability to work with sensitive or confidential information.
• Ability to meet deadlines and work well under pressure.
• Ability to work in a team environment, independently, and be self-driven.

Job Type: Full-time

Pay: $24.00 - $26.44 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Dania, FL 33004: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• What is your desired hourly rate for this position?

Experience:

• Banking: 3 years (Preferred)

Work Location: Hybrid remote in Dania, FL 33004

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