About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This entry-level Operations role on behalf of our confidential client supports end-to-end cash and trade transaction processing, reconciliations, and controls. You will work with the Services Recon Operations team to ensure transactions are executed accurately, escalated when needed, and documented to support continuous process improvement.

• Assist with daily transaction processing for cash and trade activity, following documented procedures
• Perform reconciliations and investigate exceptions; document findings and corrective actions
• Support control and compliance activities to ensure processes meet internal policies and regulatory requirements
• Help implement process improvements and participate in stabilization or transition initiatives
• Provide cross‑training and back-up coverage for related team roles
• Escalate operational risks and control issues transparently and in a timely manner
• Participate in transaction‑services projects and operational initiatives as assigned

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Qualifications

• 0–2 years of relevant experience preferred (entry-level candidates encouraged)
• Demonstrated knowledge or exposure to cash and trade operations, reconciliations, or transaction services
• Strong attention to detail and ability to follow documented controls and procedures
• Effective verbal and written communication skills
• Ability to prioritize, learn quickly, and work collaboratively with teammates
• Bachelor's degree or equivalent experience preferred

Preferred (not required)

• Experience with transaction processing systems, reconciliations tools, or workflow platforms
• Basic familiarity with operational risk and control frameworks

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Compensation & Benefits

• Base salary range (Primary Location, Full Time): $55,341.00 – $68,270.00 per year
• In addition to base pay, eligible employees may participate in discretionary and formulaic incentive/retention awards
• Typical benefits may include: medical, dental & vision coverage; 401(k); life, accident & disability insurance; paid time off and holidays; wellness programs
• Specific benefits and eligibility may vary by jurisdiction and hire date

(Compensation range is provided to comply with applicable pay‑transparency requirements for the job location.)

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Location & Schedule

• Primary location: Getzville, NY (14068) — onsite or as specified by the confidential client
• Employment type: Full time
• Standard business hours; schedule details provided during interview

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Why You’ll Succeed

You’ll thrive in this role if you enjoy structured, process-driven work, taking ownership of investigations and follow-through, and supporting continuous improvement in a controls-focused environment. This position is a strong stepping stone for a career in operations, transaction services, or financial operations.

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Recruiter Notes (Careertakes)

Careertakes is screening candidates for this role on behalf of our confidential client. Applicants may also be matched to additional opportunities across our platform. We recommend highlighting any reconciliations, cash/trade operations experience, ERP or transaction system exposure, and examples of process improvement on your resume.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.