Banking Coordinator

Job Description

Job Description

Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster a culture of professionals who are committed to super serving our clients and their trusted advisors. Tri Star seeks to employ innovative methods to provide the highest level of accounting and business management services. We create a financial foundation and path to sustain growth and stability which allows our clients to focus on their fullest professional and personal goals.

Position Summary

This position requires a highly organized individual who possesses strong initiative and has the ability to complete multiple projects in a deadline driven environment. This individual must be able to communicate effectively and understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and knowledge.

Job Essentials, Responsibilities, Duties

• Request new client bank accounts / credit cards / PEX accounts and cards for clients in all offices.
• Maintain client credit / debit / PEX cards according to Tri Star policy.
• Setup employee spend manager accounts.
• Process monthly bank account reconciliations.
• Notify staff of banking closures, deadlines, and system errors.
• Manage cash deposits on behalf of clients and corporate staff.
• Process all client and corporate check deposits.
• Process and manage cash requests from clients and corporate staff.
• Report Fraud and monitor client spending limits.
• Provide reporting and classification of Credit Card charges including ensuring proper documentation and approval.
• Provide updates to internal team on the status of client applications and requests.
• Maintain relationship with bank and AMEX representatives.
• Handle other ad hoc duties as necessary.

Specific Job Knowledge, skills, and Abilities

Qualifications

Tri Star Core Values

PERFORMANCE : We provide clients with excellent reporting and service

HONEST & INTEGRITY : We are transparent and accountable, always being truthful to staff and clients

TEAMWORK : We actively participate in group discussions, tasks, and projects

COMMITMENT : We are dedicated to our roles within Tri Star, the core values of the firm and the clients

TECHNOLOGY : We seek to capitalize on innovative technologies and contribute to positive change in the firm

This job description is not intended to be a comprehensive list of all requirements of this position.

The salary offered to an applicant will be based on individual qualifications, skills, experience and education. The pay range is subject to change at any time based on various internal and external factors. This position is also eligible for performance-based bonuses and competitive benefits.