Temp Reconciliation Specialist

Take the next step in your journey. At Millennium Trust Company, you will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Millennium Trust, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Reconciliation Specialist will report to the Sr. Manager of HSA Operations. This role is responsible for performing operational support duties. This department is responsible for all products administered on a proprietary system known as Health Direct. This role will focus on a new product being offered to consumers: Emergency Saving Fund. Responsibilities include but are not limited to, obtaining bank account balances and activity, reconciling and auditing transactions, follow-up on outstanding items, tracking and reporting variances daily. Within the department, there is a high degree of teamwork and cross training. The position also assumes the primary responsibility of interacting with all internal departments to resolve customer requests or answer any inquiries. The ideal candidate will have strong attention to detail, accurate data entry capabilities, capacity for multitasking, and the ability to prepare and process correspondence in a timely manner. Through verbal and written communication, this person will need to develop, strengthen, and maintain a positive relationship with all internal departments.

• Obtain the balance and activity for the various banks daily
• Obtain the appropriate reports from the bank portal, our proprietary system and Tableau for reconciling daily
• Analyze and reconcile the various bank account balances and activity daily
• Maintain all reconciling documentation in a secure location for retention
• Work internally with the Product and Operations departments to understand and resolve reconciling items assigned to ensure timely correction
• Obtain cleared check copies as requested
• Ensure that all processing consistently meets established service levels, policies, and procedures and complete with a high degree of accuracy
• Record important notes and supporting documentation within the Health Direct portal
• Monitor department email boxes
• Respond to incoming and outgoing email communications
• Effectively communicate and utilize sound judgement to escalate issues that may require intervention of the manager
• Assist in the development and revision of policies and procedures with emphasis on internal financial controls
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Bachelor's Degree or Equivalent in Business, Accounting, Finance or related field
• 1-3 years of applicable experience
• Reconciling financial transactions, bookkeeping and fact-checking
• Be detail-oriented, organized, and dependable
• Expert level proficiency with Microsoft Excel & formulas
• Knowledge of Tableau Software
• Be proactive and analytical, able to problem-solve and propose resolutions
• Have the ability to type, enter data and perform other duties quickly and accurately
• Work independently and be proactive seeking additional work when time allows
• Have the ability to meet established department service levels
• Possess strong verbal and written communications skills
• Manage incoming and outgoing communications
• Ability to maintain the highest quality of service
• Candidate must be a team player and possess a positive attitude

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.