Financial Operations Associate

7 days ago

Toronto, Ontario, Canada Veritext Legal Solutions Full time

Overview

In this role, you will be responsible for the timely and accurate processing of payments to client accounts. The Financial Operations Associate - Payment Processing is an exciting opportunity to work in a dynamic team that values collaboration and innovation.

About the Job

  • Apply incoming payments to the correct client accounts, ensuring seamless transactions and efficient use of resources.
  • Reconcile all payment applications daily to ensure accuracy and prevent any discrepancies.
  • Process Credit Card payments for our clients through various portals, maintaining high standards of security and confidentiality.
  • Distribute Banking Correspondence to relevant teams, including Cash Apps, Collections, and Accounting, promoting effective communication and teamwork.
  • Research payments received without payment details, utilizing analytical skills to resolve issues efficiently.
  • Foster a culture of excellence by following up on Unapplied/Unidentified payments daily, ensuring timely resolution and customer satisfaction.
  • IDentify refunds at time of application, streamlining the process and minimizing errors.
  • Handle Cash application requests from clients and other departments with professionalism and poise.

Requirements

  • A minimum of 1+ year of experience in related roles, showcasing your ability to adapt to new challenges.
  • Possess assertive, proactive, and efficient traits, coupled with exceptional problem-solving and follow-up skills.
  • Take initiative, working independently while maintaining strong interpersonal skills.
  • Strong computer skills, proficiency in Zoom, Microsoft, and Outlook.
  • Customer service oriented, with excellent attention to detail, highly organized, and able to multitask effectively.
  • A minimum of 1-2 years' experience in Cash Applications is required.
  • Experience with Excel spreadsheets is essential.

Benefits

  • Competitive compensation package, including total rewards and benefits.
  • Extended health coverage, encompassing medical, dental, and vision benefits.
  • A flexible hybrid or remote work structure, catering to business needs.
  • Paid Time Off, ensuring work-life balance and relaxation.
  • Three personal/float days for rejuvenation and self-care.
  • A robust suite of mental health benefits, accessible at minimal cost, supporting overall well-being.
  • Matched RRSP contributions, helping you save for your future.
  • Learning and development opportunities, enabling growth and advancement.
  • Participation in Veritext Summer Camp, fostering a fun-filled culture building and learning experience.
  • Generous employee referral program, tuition reimbursement program, employee contests, social opportunities, and more.

The estimated salary for this position is $65,000-$80,000 per annum, based on industry standards and location considerations. Please note that this figure may vary depending on individual factors, such as prior experience and qualifications.

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