Demo

Financial Transaction Coordinator

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

As a key member of the Treasury Team at Ultimus LeverPoint Private Fund Solutions, this role will focus on accurately preparing and processing financial transactions. The ideal candidate will have strong analytical skills, excellent communication, and the ability to work in a high-volume, fast-paced environment.

Key Responsibilities:

  • Prepare financial transactions, including investment wires, vendor ACHs, and checks
  • Process bulk wire payment files
  • Develop a comprehensive understanding of online banking platforms
  • Collaborate with cross-functional teams to ensure timely and accurate processing of payments

Requirements:

  • 2 years' experience in banking, treasury, accounting, or finance
  • Excellent organizational, planning, and problem-solving skills

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