Accounting Associate Intermediate
Posted 2025-03-14About the position
The Accounting Associate Intermediate position at Robert Half focuses on providing trade support within the Loan Trading Documentation team. This role is designed for individuals with a solid understanding of accounting functions and banking operations, and it offers a hybrid work model combining both office and remote work. The position is a short-term contract opportunity, emphasizing the importance of strong communication and time management skills while managing a heavy trade portfolio.
Responsibilities
? Review and coordinate the settlement of third party assignments in collaboration with front office clients, counsel, and operations.
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? Establish and maintain strong working relationships with clients and counterparts.
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? Manage a heavy trade portfolio across various business lines, ensuring a clean ageing profile.
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? Review LSTA standard documents along with other legal documents, and Credit Agreements, focusing on assignability language.
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? Identify and escalate issues to front office, in-house legal counsel, and management when necessary.
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? Prepare daily and weekly MIS reports to track the status of open items and measure risk.
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? Demonstrate strong time management skills and the ability to organize workload efficiently.
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? Communicate effectively with clients, showing attention to detail and not being afraid to ask questions.
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? Take initiative to learn and understand all aspects of the role.
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? Utilize Microsoft Excel and other relevant software for various tasks including documentation, reporting, and operations.
Requirements
? Proficient in Microsoft Excel and Zoom
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? Knowledge of Accounting Functions and Banking Operations
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? Skilled in Documentation and Reporting tasks
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? Ability to Review and Perform Ad Hoc Financial tasks
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? Experience with Credit and Financial Notes
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? Strong Time Management skills
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? Experience with Loan Administration and Legal Documentation
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? Ability to counsel and coordinate tasks
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? Knowledge of Settlements and Trading operations
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? Experience with ProFile, MIS, and Third Party operations
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? Familiarity with Assertion Markup Language
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? Experience with Financial Institutions
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? Knowledge of QA Management
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? Ability to perform Photocopying/Scanning documents tasks
Nice-to-haves
Benefits
? Medical insurance
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? Vision insurance
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? Dental insurance
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? Life insurance
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? Disability insurance
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? 401(k) plan
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