Senior Reconciliation Specialist - Wealth Operations

Commerce Bancshares
Kansas City
Workplace: HybridFull timeUSD 21.4 - 27.65 hourlyFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: associatesSkills: ["Analytical","Problem-solving","Attention to detail","Organized","Communication"]

Execute daily, weekly, and monthly reconciliations of complex accounting activities across multiple financial product offerings and General Ledger accounts. Investigate aged items, resolve extraordinarily complex discrepancies to limit liability, and ensure all reconciliation processes meet procedural requirements. Serve as a subject matter expert on projects, recommend process improvements, and participate in technology initiatives such as implementing new and upgraded systems and uploads.

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Commerce Bancshares
Commerce Bancshares
2 days ago

Senior Reconciliation Specialist - Wealth Operations

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Execute daily, weekly, and monthly reconciliations of complex accounting activities across multiple financial product offerings and General Ledger accounts. Investigate aged items, resolve extraordinarily complex discrepancies to limit liability, and ensure all reconciliation processes meet procedural requirements. Serve as a subject matter expert on projects, recommend process improvements, and participate in technology initiatives such as implementing new and upgraded systems and uploads.
Location: Kansas City
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Perform daily, weekly, and monthly reconciliation responsibilities accurately and on time.
  • •Reconcile complex accounting activities across multiple financial product offerings, General Ledger accounts, and other banking activities.
  • •Research and resolve aged items effectively according to aged item parameters.
  • •Identify and resolve extraordinarily complex reconciliation issues to limit financial liability and exposure.
  • •Represent the line of business on projects as a subject matter expert and recommend improvements to reconciliation processes.

Pay and Benefits

Salary: USD 21.4 - 27.65 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalEducation Assistance

Key Requirements

  • •3+ years of reconciliation experience in financial services (preferably in complex, high volume account reconciliation).
  • •Associate’s degree required; bachelor’s degree in Accounting or equivalent preferred.
  • •Strong knowledge of complex accounting functions and banking products and services.
  • •Proficiency with EIB Workday Uploads, DFE Uploads, and other import methods.
  • •Advanced Excel skills to research and resolve discrepancies; strong attention to detail and ability to manage multiple priorities.
Experience:3+ yearsFinancial services
Education:Associate's in Accounting
Skills:AnalyticalProblem-solvingAttention to detailOrganizedCommunication
Tech Stack:ExcelMicrosoft WordTeamsOutlookWorkday UploadsEIB Workday UploadsDFE Uploads

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn