Note: The job is a remote job and is open to candidates in USA. Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Disbursement Analyst to process disbursement-related transactions, review incoming documents for accuracy, and ensure compliance with financial controls.
Responsibilities
- Utilize multiple mainframe systems to process disbursement related transactions
- Review AWD to confirm paperwork has been completed timely and is in order
- Determine if paperwork is in order to process or refer to Not In good order (NIGO) unit for follow up
- Validate original Medallion Signature Guarantee, if available
- Review power of attorney documents and trust documents for signature compliance
- Review disbursement transaction for company financial controls
- Ensure all company federal and state compliance requirements are met
- Work on Ad hoc projects as needed
Skills
- 1+ years of experience in financial services industry or customer service
- Knowledge of the Disbursement process
- Ability to handle multiple processes and prioritize workload and be organized and detail oriented
- Ability to think creatively, communicate effectively both written and verbal, and work collaboratively
- Self-starter; ability to work independently with little supervision while contributing as a team member
- Sound analytical, problem solving and decision making skills
- Reliable with the ability to meet attendance and punctuality standards
- Ability to handle sedentary nature of job
- Demonstrated accountability and sense of urgency
Benefits
- Medical
- Dental
- Vision
- A 401(k) plan
- Paid time off
Company Overview
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