Website Whitman Associates, Inc.
DC-based non-profit company seeks permanent Member Services Associate to maintain membership records.
Responsibilities:
- Respond to inquiries from all regulatory authorities, firms, and individuals regarding membership.
- Process electronic deposits and ACH and wire transfers for payments.
- Process payments for bank statements reconciliation.
- Read reports from member regulatory authorities and ensure that member information is accurate and up to date.
- Assist in the assurance that records of broker/dealer exchange memberships are accurate.
- Perform routine “audits” for member records.
- Assist Legal department in liquidations.
- Track checks received and returned to members.
Qualifications:
- Must exercise good judgement and follow instructions.
- Ability to handle complex problems relating to membership.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office applications (Excel, Word, Outlook).
- Familiarity with online banking systems preferred.
Requirements:
- High school diploma or equivalent and 1-2 years of professional experience. Bachelor’s degree in accounting or math preferred.
Salary: $58,000-$62,000 per year
To apply for this job email your details to resumes@whitmanjobs.com
Not the right role for you? To be considered for other openings with Whitman Associates Inc, please submit your resume to us directly by emailing resumes@whitmanjobs.com.
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