Treasury Services Associate

JOB SUMMARY The Treasury Services Associate provides essential support in executing daily departmental operations, including processing financial transactions, assisting with cash management, and ensuring data accuracy. They help maintain internal policies, prepare reports, and resolve transaction discrepancies. The role is integral to maintaining smooth operations, supporting the overall effectiveness of the department, and delivering exceptional service to company members and external clients.

This opportunity requires employees to work full time from our Tampa office location.

ESSENTIAL DUTIES & RESPONSIBILITIES Process incoming payments in a high-volume, time-sensitive environment

Research property and policy data to ensure accurate payment application

Copy, scan, file, input, email, and report data for daily tasks

Respond to internal inquiries related to financial transactions

Assist the Specialist and/or Team Lead with assignments

Collaborate positively and effectively with team members

Communicate clearly with members of other departments

Identify and escalate priority issues

Review and compare financial transactions and internal policies, then take appropriate action

Participate in team meetings

Assist with office relocation in a Disaster Recovery situation

Other responsibilities as assigned

REQUIRED SKILLS Strong attention to detail

Comfortable with high-volume transactions

Effective in a team environment

Excellent time management, including punctuality and reliability

Proficient in computer and internet skills, including Microsoft Office Ability to work extended hours as needed

Adaptable to changing situations and reprioritizing tasks as necessary

Organized to complete varied assignments within established time frames

EDUCATION & EXPERIENCE High School Diploma or GED required;
Associate degree preferred1+ years related experience and/or training within a finance and/or high-volume operations department highly desirable. Will consider equivalent combination of education and work experience.

Exzeo offers 100% employer-paid health, dental, vision, life, and disability insurance for employees, a flexible paid time off plan, a 401(k) match, and bonus potential.
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