This site uses cookies. To find out more, see our Cookies Policy

Record Keeping Specialist in Charlotte, North Carolina at AccruePartners

Date Posted: 3/13/2019

Job Snapshot

Job Description

AccruePartners values our contract and consulting employees. We offer a competitive benefits package to meet the diverse needs of all of our contractor and consulting employees and their family members. Here is a listing of what our company offers: 401(k) Medical, Dental, Vision, Life Insurance, Employee Assistance Program, Medical and Prescription Drug, Short and Long-Term Disability Insurance.


  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology


  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits


  • Charlotte, NC


  • Utilizes job aids or templates to create written correspondence and may draft memos or emails to individual and institutional clients to obtain additional documentation required to process transactions. May also communicate verbally with clients as needed.
  • Utilizes established procedures in order to meet or exceed the productivity and quality standards set forth by the department.
  • Responsible for processing moderate to complex transaction in accordance to Plan and business rules.
  • Serves as subject matter expert (SME) on and may facilitate small projects. Performs testing on process improvements or implementations of new functionality.
  • Recommends courses for remediation as identified. Involved in the day-to-day process of interpreting and applying company business rules that govern transaction processing.
  • Receives little instruction and minimal amount of work is reviewed. May contribute to decisions on projects/processes that have an impact on the business.
  • Works mostly independently to process transactions.
  • Responds to moderately complex inquiries, requests for information and resolves service issues. Typically handles the more complex or larger transactions, and is required to be SME in assigned disciplines within the Production organization.
  • Individual and Institutional Operations Problem Solving: Nature and complexity of problem solving
  • Must demonstrate deductive reasoning skills as well as the ability to pay close attention to detail.
  • Demonstrates solid judgment in selecting methods and techniques for obtaining solutions.
  • Functional Knowledge: SME, concepts, process, procedures
  • Applies knowledge of pertinent Federal, State and local laws, regulations and rules.
  • Transaction knowledge required for this role will vary with ability to handle multiple task and transaction types within the assigned job role. Business/Industry Expertise:
  • Draws on solid knowledge and experience in the financial services industrys transaction processing standards, products/services and company policy requirements and rules.


At least 3-5 years experience in the financial services industry, particularly in a transaction processing role within a back-end operations environment.

Bachelor's degree in Finance, Accounting or related field is desired, or a combination of education and additional work experience in a financial environment.

Skills / Abilities This position requires:

  • Strong technical skills with the ability to develop reporting and performance solutions
  • Excellent written and verbal communications
  • MS Office Suite of Products, primarily Excel for complex calculations to process payments
  • Ability to balance math and accounting skills
  • Ability to support change, influence others and work as part of a team
  • Understanding of all system applications used to process work
  • Knowledge of /or experience in applying Lean principles