Account Transaction Specialist

AccruePartners in Islandia, NY

  • Type: Full Time
position filled

Job Description

AccruePartners values our contract and consulting employees. We offer a competitive benefits package to meet the diverse needs of all of our contractor and consulting employees and their family members. Here is a listing of what our company offers: 401(k) Medical, Dental, Vision, Life Insurance, Employee Assistance Program, Medical and Prescription Drug, Short and Long-Term Disability Insurance.


  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology

  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits

  • Islandia, NY

  • Process New Account Openings
  • Review and Process Individual Retirement Transactions
  • Review and Process Deceased account Dispositions
  • Communicate with Internal and External Clients
  • Maintains Client Confidence & Protects Bank Operations

  • Excellent analytical and research skills
  • Excellent attention to detail
  • Ability to work independently
  • Excellent organizational skills
  • Strong effective listening skill
  • Ability to think outside the box and make informed, risk-based decisions
  • Knowledge of Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), KYC, and CIP regulations
  • Excellent verbal and written communication skills
  • Ability to empathize in various situations
  • Demonstrated initiative to build expertise on more complex assignments
  • Proven ability to research complex scenarios and make appropriate decisions
  • Consistently able to meet minimum team standards for quality or equivalent quality standards
  • Requires processing of all functions with minimal assistance or supervision
  • Proficient with Microsoft Windows and Office Suite (Outlook, Excel, and Word)

  • High school diploma or equivalent required
  • 1 year of experience working in a financial services institution required
  • Individual Retirement Account and/or deceased processing experience preferred
  • 1 year of data entry experience required
  • Certified IRA Service Professional preferred
  • Back office banking operations experience
  • Banking accounting skills
  • Estate planning experience

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