Demo

Banking Services Associate

Ultimus LeverPoint Private Fund Solutions
Clifton Park, NY Full Time
POSTED ON 3/22/2025
AVAILABLE BEFORE 4/17/2025

We are seeking a skilled Financial Transaction Coordinator to join our Treasury Team at Ultimus LeverPoint Private Fund Solutions. This role will involve coordinating the preparation and processing of financial transactions, as well as collaborating with other departments to ensure seamless payment processing.

Main Responsibilities:

  • Prepare and process financial transactions, including investment wires, vendor ACHs, and checks
  • Process bulk wire payment files
  • Develop a comprehensive understanding of online banking platforms

Required Qualifications:

  • 0-2 years' experience in banking, treasury, accounting, or finance
  • Strong analytical and problem-solving skills

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