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Accounting Transaction Specialist

Aston Carter

This is a Contract position in Anaheim, CA posted June 12, 2022.

Description: Deliver The Vantage Way at every interaction Serve as a knowledgeable resource for client inquiries and their inquiries by guiding them through transaction processes, procedures, and statuses while documenting key points of conversations in SalesForce Responsible for processing retail and URD buy direction letters and sell direction letters within the measurement of success Responsible for processing of in-kind Roth conversions, in-kind distributions, asset exchanges, note updates, in-kind transfers, and in-kind rollovers within the designated time frames Primary processor of distressed assets Initiate and complete retention calls for all transfer outs, distributions and sell transactions Manage the Investments, Precious Metals, and Real Estate email boxes Conduct transaction follow-up, by email and outbound calls as noted in the transactions respective process while documenting key points of conversations in Salesforce Meet with clients face to face for scheduled appointments while serving as overflow for walk-in meetings Answer in-coming calls from internal and external clients as needed Initiate changes to checklists, forms, and/or processes to streamline a transaction Manage the assigned weekly number reporting metrics Responsible for precious metal and URD pricing updates Responsible for Periodic Market Valuation updates Contribute to completing operational quarterly projects Assist with Fair Market Valuation processing Provide training to new teammates preparing them for their new role Be trained in other roles to deepen the infrastructure of our operation Maintain Investment Transaction Specialist Desk Manual All other tasks as assigned Skills: accounting, business operation, Financial, Due diligence Top Skills Details: accounting,business operation About Aston Carter: At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business.

Our success is driven by the talented, motivated people who join our team across a range of positions
– from recruiting, sales and delivery to corporate roles.

As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America.

Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges.

For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com.

Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email astoncarteraccommodationastoncarter.com (%20astoncarteraccommodationastoncarter.com) for other accommodation options.

However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting.

The Recruiter is the sole point of contact for questions about this position.

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