61 Finance Service Representative Jobs in Tallahassee, FL
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CATALIS is Hiring a Finance Service Representative Near Tallahassee, FL
DescriptionWho We AreCatalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of government operations at the municipal, county, state, and federal levels. Our innovative solutions are designed to streamline processes, enhance efficiency, and improve the delivery of government services to the public. At Catalis, we are committed to leveraging technology to make government interactions simpler, faster, and more accessible.
The OpportunityThe Finance team at Catalis is looking for a Finance Service Representative who will provide financial processing support for the Florida Prepaid College and 529 Savings Plan. This is an onsite position located out of our Tallahassee, FL office. Working hours are expected to be 8:00am to 5:00pm.
What You Will Do
Salary Description
$36,000 to $38,000 annually
The OpportunityThe Finance team at Catalis is looking for a Finance Service Representative who will provide financial processing support for the Florida Prepaid College and 529 Savings Plan. This is an onsite position located out of our Tallahassee, FL office. Working hours are expected to be 8:00am to 5:00pm.
What You Will Do
- Follow written procedures to accurately process financial transactions for the Florida Prepaid College Plan, including working exceptions, suspense, reapply payments, add/change ACH information, and add/change payroll contributions
- Follow written procedures to accurately process financial correspondence including cancellations, school invoices, school transfer forms, refund requests, fee waiver requests, change of beneficiary/purchaser and plan/payment changes both accurately and timely
- Initiate customer calls and emails and respond to inquiries accurately from both customers and other departments
- Identify and report errors and inefficiencies which occur during processing
- Adhere to all contractual requirements relating to processing of financial and written correspondence, payment processing, account maintenance
- Use spreadsheets for recording payment histories, school invoice summaries, and refund summaries
- Special projects and additional duties as assigned to ensure the daily and overall success of the company to meet our contractual requirements. This may involve assisting other departments as needed
- One or more years of previous accounting, customer service, or financial transaction experience; a relevant degree may be substituted for experience.
- Ability to function in a work driven environment.
- Attention to detail, time management skills, ability to multitask, intermediate math skills, solid understanding of basic accounting principles, oral and written communication skills, 10-key adding machine by touch, computer mouse and PC skills.
- Word processing, intermediate spreadsheet application skills, ability to understand and solve complicated financial transactions/reconciliations, keyboard dexterity (20 to 35 wpm), analytical, customer service orientation, judgement, and initiative.
- A dynamic and supportive work environment in a mission driven organization
- Competitive salary and benefits package, including health, dental, vision insurance
- HSA and FSA options
- Paid time off
- 401(k) plan with matching contributions
- Paid parental leave
- ABLE matching contributions for the disability community
- Employer paid short term and long-term disability insurance and group term life insurance
- Financial and legal assistance through our EAP (Employee Assistance Program)
- Opportunities for professional development and career advancement
- The chance to make a significant impact on the delivery of government services and the lives of citizens.
Salary Description
$36,000 to $38,000 annually
Job Summary
JOB TYPE
Full Time
SALARY
$63k-80k (estimate)
POST DATE
07/03/2024
EXPIRATION DATE
07/21/2024
WEBSITE
thecatalis.com
HEADQUARTERS
Austin, TX
SIZE
50 - 100
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