Securities Operations Associate Senior -Disbursements $2,500 Sign-On Bonus!

| Atlanta, GA
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Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Associate's Degree
Travel Percentage :
0%
Job Description
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.
About the team:
The Disbursements team supports our Wealth Outsourcing business in an operational capacity. Support ranges from daily processing to annual tax statement reporting. The team is also responsible for daily check production for our various clients.
What you will be doing

  • Monitors e-mail for directions applicable to processing on desk.
  • Reconciles, monitors and remits federal and state withholding timely based on established frequencies
  • Files required state and federal tax returns on monthly, quarterly and annual basis
  • Maintains participant remittance blocks for recurring pension payments
  • Maintains tax records throughout the year to ensure proper form creation at year-end (W2, 1099R, 1099Misc, 1099 NEC)
  • Responds to client, broker, and TPA (third party administrator) queries timely and accurately.
  • Reviews operational controls and procedures for adequacy and compliance.
  • Assists other team members in the completion of their responsibilities and assists with any other ad hoc requests as needed.
  • For internal control and audit purposes, documents and creates checklists for each action..
  • Monitors internal accounts and cash exceptions.
  • Reviews Cash Blotter and ensures items are submitted and balanced prior to end of day.
  • To ensure straight through processing, proactively identifies exceptions that may cause issues and communicates exceptions to business lines.
  • Initiates wires for daily funding of registers and makes appropriate entries to internal accounts.
  • Monitors large wires and ensures timely approval by management and supervisors.
  • Monitors all workflows and request queues (QForms, Sharepoint, Email) and responds within the defined service level standard.
  • On a daily basis, monitors all control accounts for exceptions.
  • Reviews and clears all cash exceptions and share reconciliation items.
  • Participates with other team members in reviewing and assessing current practices and procedures.
  • Participate in monthly storage procedures for department.
  • Other related duties assigned as needed.


What you bring:

  • 2-3 years of experience; High school diploma or GED. Associate's or Bachelor's degree or the equivalent combination of education, training, or work experience preferable.
  • Ability to multi-task
  • Ability to work in a fast-paced environment
  • Attention to detail
  • Great team player willing to help others when needed
  • Good communication skills


Added bonus if you have:

  • Knowledge of cash and/or treasury processing
  • Knowledge of state and federal tax remission
  • Knowledge of various facets of the retirement business


What we offer you:

  • A broad range of professional education and personal development possibilities - FIS is your final career step!
  • A work environment built on collaboration, flexibility and respect
  • Varied and challenging work to help you grow your technical skillset
  • A fantastic range of benefits including private medical cover, dental cover and travel insurance


Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice .
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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More Information on FIS
FIS operates in the eCommerce industry. The company is located in Jacksonville, FL, Denver, CO, Atlanta, GA and Milwaukee, WI. FIS was founded in 1968. It has 57000 total employees. It offers perks and benefits such as Volunteer in local community, Partners with nonprofits, Friends outside of work, Eat lunch together, Intracompany committees and Open door policy. To see all jobs at FIS, click here.
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