Accounting Associate Intermediate

About 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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