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At Fortuna, we are committed to fostering a diverse and inclusive workplace where every employee, including veterans, can thrive. Become part of a team where your talents are valued and your achievements are celebrated.
Take the next step in your professional journey with us!
As a Transaction Processing Specialist in the Balancing Department, you will perform business support and technical work, primarily focused on organizing data and coordinating financial processes. You will ensure the accurate processing and balancing of accounts, handling both electronic and hard copy documents, and maintaining a high level of attention to detail. This entry-level position offers opportunities for individuals to apply and enhance their skills within a structured and closely supervised environment.
WORKSITE: 315 W. Edgerton Ave, Milwaukee, WI
WORK HOURS: Mon-Fri 8:00 am-4:00 pm. 30-40 hours a week, Overtime as needed
WHAT YOU'LL DO:
- Perform 10-key data entry, cut verification, and balancing procedures for financial instruments.
- Receive and process documents from both electronic and hard copy formats.
- Sort, image, file, archive, and classify documents based on form type and contract requirements.
- Verify and input data with a high level of discretion and accuracy.
- Ensure all processed accounts are balanced before transmitting data to the next level.
- Utilize automated data extraction tools, ensuring data accuracy and completion.
- Handle outbound correspondence for client processing as needed.
- Maintain accurate documentation and ensure the secure transmission of data.
- Adhere to all company policies and standard operating procedures.
- Perform additional duties as assigned.
WHAT YOU'LL BRING:
- Strong organizational and coordination skills with a focus on accuracy.
- Basic understanding of processes, procedures, and systems related to financial instruments.
- Ability to perform operational and analytical tasks with minimal discretion.
- Excellent interpersonal skills with the ability to exchange information and ideas effectively.
- Ability to follow standardized procedures and receive guidance as necessary.
WHAT IS REQUIRED:
- Must be at least 18 years old with a high school diploma or GED.
- Must type at least 30 words per minute typing assessment required.
- Experience in balancing financial instruments preferred.
- High attention to detail and ability to follow established procedures.
- Must pass a criminal background check and drug screen.
Fortuna operates as a staffing agency engaged in sourcing, screening, and presenting potential candidates for employment opportunities on behalf of our clients.
Fortuna was founded in 2012 by practicing professionals with more than 50 combined years of experience. Our headquarters is in McClellan, California with offices in Los Angeles and New York, and satellite offices in the Philippines and Israel. Fortuna is an active member of multiple California service agreements, including the CMAS, ITMSA Tier 2, and CalPERS SpringFed Pool, as well as multiple municipalities and large corporation vendor pools
Career Site: www.gofortuna.com.
Why Choose Us?
- Collaborate with local community organizations, job placement agencies, and educational institutions to reach a broader pool of candidates.
- Actively participate in career fairs and job expos to connect with potential employees from diverse backgrounds.
- Establish a wide range of job positions across various departments to accommodate individuals from diverse backgrounds, including veterans, civilians, and those with unique skill sets. This approach ensures that everyone has the opportunity to find a role that aligns with their abilities and interests.
- Pair new hires, including veterans and civilians, with experienced mentors who can provide guidance, support, and insights during their transition into the organization. This mentorship fosters a sense of belonging and helps individuals navigate workplace dynamics.
- Identify skill gaps and provide training programs to help you acquire the necessary qualifications for their desired roles.
- Foster a workplace culture that actively recognizes and appreciates the unique experiences and contributions of all employees, including veterans.
Provide competitive salary and benefits packages that cater to the needs of all employees, including veterans. This should encompass:
- Health Insurance: Offer comprehensive health insurance plans that cover medical, dental, and vision care.
- Paid Time Off: Ensure generous paid time off policies that allow employees to recharge and attend to personal commitments.
- Implement a preferential hiring policy for veterans, giving them a competitive advantage during the application process.
- Offer guidance on translating military skills and experience into civilian job qualifications.
- Recognize outstanding veteran employees through awards and appreciation events.
- Highlight veteran success stories within the organization to inspire others.
Maximizing solutions through collaboration and partnerships.
- Certifications
