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Financial Transactions Coordinator

Ultimus LeverPoint Private Fund Solutions
Clifton Park, NY Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/21/2025

**Job Responsibilities**

  • Prepare transactions including investment wires, vendor ACHs, and checks on multiple banking platforms.
  • Process bulk investor wire payment files.
  • Obtain and demonstrate a thorough understanding of 20 online banking platforms.
  • Process digital and mailed deposits and maintain incoming check logs.

Additional responsibilities include collaborating with other functional units to obtain necessary support for payment processing, scanning and monitoring KYC/OFAC compliance and watch lists, and assisting in the support and maintenance of internal procedures and company resources.

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