The Wire Specialist will report to the Controller, 1031 Exchanges in the Accruit
Finance and Operations department. This role is responsible for opening customer
accounts, applying incoming funds, initiating outgoing wires, serving as a
backup wire approver, and assisting with daily master reconciliations, to ensure
adherence to department policies and procedures.
Responsible for opening new client accounts (30+ a day) and closing accounts.
Apply incoming wired funds to customer accounts and follow up on any
unapplied funds in a timely manner.
Assist in confirmation of wiring instructions.
Initiate wire disbursements (30+ wires a day) and ensure all outgoing wires
are accurate and include appropriate information. Individual wires can be
+$50M.
Serve as a back-up approver for wire disbursements for wires set up by other
team members.
Prepare outgoing checks for signature.
Work closely with banking partners (5 banks currently) when issues arise on
the banking side.
Perform daily master bank reconciliations and end of day balance reporting as
needed.
Assist in the development and adherence of policies and procedures to
maintain the integrity of the disbursement process.
Assist in pulling client fees from client bank accounts.
Assist with client questions and preparing back-up support as needed.
Working closely with the Operations team to ensure funds are applied and
accounted for appropriately.
Performing additional tasks or responsibilities as needed by the company.
Qualifications
Education & Experience:
2 years of experience in Finance, Banking, Accounting, or similar industries.
Bachelor’s Degree in Accounting, Finance, or related field preferred.
Real estate experience and familiarity with 1031 exchanges is a plus.
Experience with the wiring of funds, including confirmation of wiring
instruction is a plus.
Skills & Abilities:
Company Values: Creative, Collaborative, Competitive, Curious
Highly ethical
Comfortable not knowing answers, but resourceful and able to resolve issues
Open to receiving and providing feedback
Organized
Detail-oriented
Confident
Flexible and adaptable
Highly self-motivated and directed
For Hybrid (Colorado) must be able to work effectively and efficiently out of
the office (from home or alternative location) 2-3 days a week.
Able to record, analyze and interpret data.
Strong time-management and prioritization skills, and ability to manage
multiple tasks at once.
Proficiency with computers including Microsoft Excel skills.
Must be proficient with functions such as filtering, sorting, creating
pivot tables, using lookup functions and other functions used to compare
and analyze data.
Proven analytical and problem-solving abilities.
Strong written, oral, and interpersonal communication skills.
Experience working both independently and in a team-oriented, collaborative
environment.
Able to demonstrate and hold others accountable for organizational values.
Other Requirements:
Start time is no later than 7:30am MT.
For Hybrid schedule, being in office 1-2 days a week (Denver, CO) to coincide
with the Finance team or Remote
Minimal travel is expected with this position.
Occasionally lift up to 25 pounds
Ability to work more than 40 hours per week
Prolonged periods of sitting at a desk and working on a computer