Asset Accounting Distribution Strategist

Oversees the daily distribution requests for client accounts and answers to the Asset Accounting Manager. This role’s duties include processing cash and in-kind distribution requests, maintaining service requests in process for clients, reviewing and reporting on distributions to NDTCO management. The role will also involve cross-training within the Asset Accounting department as time allows. As with any role within New Direction, corresponding with clients via written and oral communication is a must.

Responsibilities:

  • Provides customer service via email, phone, portal message, and in person.
  • Works with clients to obtain full documentation as required by NDTCO internal compliance.
  • Performs all distribution transactions for the Asset Accounting department, directed by the client.
  • Reviews incoming requests and maintains outstanding requests.
  • The go-to person for all initial distribution questions from internal or external clients.
  • Executes account closing paperwork.
  • Ensures account fees are pulled from the account or charged to the client’s credit card.
  • Performs research as needed.
  • Creates and maintains service requests in the client management system.
  • Ensures they are cross-trained in all areas in Asset Accounting.
  • Own and manage various projects assigned by management.

Requirements:

  • Experience with multi-line phone systems
  • Moderate to advanced skills with Excel
  • Excellent analytical, problem‐solving, and organizational skills
  • Thorough and detail‐oriented with a professional attitude and a strong work ethic
  • Ability to multi-task within computer systems and tasks

Success Metrics:

  • Measured based on the quantity and quality of daily work completed
  • Measured based upon maintaining NDTCO processing times and accuracy
  • Measured based upon the client satisfaction
  • Measured based upon the satisfaction of internal teams and the ability to execute activities in coordination with NDTCO teams

Education:

  • 2 years clerical or business experience
  • College Degree preferable but equivalent experience will be considered in lieu of College Degree

Employment type:

  • Full-time

Application:

To apply, please send your resume and a cover letter to careers@ndtco.com. Thank you for your interest!

  • Max. file size: 64 MB.
  • Max. file size: 64 MB.