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We are looking for a DETAIL ORIENTED Customer Support Specialist to support our client book of business with recording daily cash management, banking activities, and core accounting operations ONMSITE in Miami on Bird Road and the Palmetto. This role is well suited for a finance specialist with strong attention to detail who can monitor cash movement, maintain accurate records, and contribute to efficient treasury processes. The position also requires strong system proficiency and the ability to work confidently with financial data, reporting tools, and transactional workflows.
Job Responsibility
Oversee daily cash positioning by tracking incoming and outgoing funds and maintaining accurate visibility into account balances
Coordinate banking activities, including transaction monitoring, account support, and follow-up on treasury-related issues
Process checks, credits, and other payment activity while ensuring timely and accurate recording in financial systems
Prepare and update spreadsheets, reconciliations, and reports to support cash activity analysis and operational decision-making
Assist with accounting tasks tied to treasury operations, including transaction review, documentation, and record maintenance
Work across accounting software platforms and internal management systems to enter, validate, and retrieve financial information
Support system-based treasury workflows involving tools such as Great Plains and IBM AS/400 as part of day-to-day operations
Help strengthen process accuracy by identifying discrepancies, resolving routine issues, and maintaining organized financial data
Requirements
At least 2 years of experience in administrative support, in the accounting, banking, or finance industry
Practical knowledge of accounting software systems and experience working within structured financial platforms
Hands-on experience with Great Plains, IBM AS/400, or comparable enterprise accounting and management systems
Strong Microsoft Excel skills with the ability to organize, analyze, and reconcile financial information
Understanding of core accounting functions, cash activity tracking, and transactional processing
Experience supporting banking operations, including check handling, credits, and payment-related activities
High attention to detail, sound judgment with financial data, and the ability to manage multiple priorities accurately
What we offer
Medical, vision, dental, and life and disability insurance