- Analyzes and reconciles bank statements to transaction registers.
- Reconciles refunds; recovers deposits.
- Analyzes reports to identify reconciliation issues.
- Determines and initiates corrective action between banks, clients and local offices.
- Assists with close-out files on bank reconciliations.
- Analyzes outstanding check report; identifies outstanding check issues and submits to local office for resolution.
- Responsible for cancelled check storage.
- Provides support and problem resolution to clients, local offices, and other banking staff.
- Performs other duties as assigned.
- Supports the organization's quality program(s).
- Excellent oral and written communication, including presentation skills
- PC literate, including Microsoft Office products
- Strong organizational skills
- Excellent interpersonal skills
- Ability to work in a team environment
- Ability to meet or exceed Performance Competencies
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Financial Account Coordinator - Bedford, United States - Sedgwick
Description
Taking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It's an opportunity to do something meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your career. And it means working in an environment that celebrates diversity and is fair and inclusive.
A career at Sedgwick is where passion meets purpose to make a positive impact on the world through the people and organizations we serve. If you are someone who is driven to make a difference, who enjoys a challenge and above all, if you're someone who cares, there's a place for you here. Join us and contribute to Sedgwick being a great place to work.
Great Place to Work
Most Loved Workplace
Forbes Best-in-State Employer
Financial Account Coordinator
PRIMARY PURPOSE: To analyze and reconcile bank statements to transaction registers; and to resolve reconciling issues with clients, banks and local offices.
ESSENTIAL FUNCTIONS and RESPONSIBILITIES
Education & Licensing
High school diploma or GED required. Accounting courses completed at an accredited college or university preferred.
Experience
Two (2) years accounting or related business experience or equivalent combination of education and experience required.
Skills & Knowledge
When applicable and appropriate, consideration will be given to reasonable accommodations.
Mental: Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
Physical: Computer keyboarding, travel as required
Auditory/Visual: Hearing, vision and talking
NOTE: Credit security clearance, confirmed via a background credit check, is required for this position.
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.
If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.
