Outgoing Process Specialist

Overview

Role responsible for processing outgoing financial transactions and ensuring compliance.

Ideal candidate has 2+ years in financial operations with knowledge of account structures.

Locations

• United States

Requirements

• Associate's degree or equivalent experience
• 2+ years in financial operations
• Knowledge of account structures
• Familiarity with investment documentation

Responsibilities

• Process outgoing transactions
• Verify transaction instructions
• Communicate with teams
• Apply due diligence
• Maintain records
• Execute disbursements
• Monitor transaction status
• Identify process improvements