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The Payment Processor at Duncan Solutions is responsible for generating, processing, and recording consumer payments accurately and efficiently. This includes managing mail retrieval, balancing checks, processing reports, and assisting with management issues. The role involves routine mathematical tasks, data entry, and compliance with company policies.
The Accountant will manage accounting and reporting related to capital markets transactions, ensuring compliance, preparing entries, reconciling ledgers, and maintaining records in systems like PeopleSoft and Principia. Responsibilities include general ledger accounting, completing reconciliations, and preparing quarterly reports.
The Tax Analyst will assist the State Tax Managing Director with state and federal tax compliance, prepare tax returns and calculations, respond to notices, support audits, and review internal control processes.
The Correspondence Specialist is responsible for retrieving, processing, and sending incoming correspondence, ensuring accuracy, compliance, and timeliness while following client guidelines. Duties include categorizing client communications, archiving documents, performing data verification, and maintaining productivity and quality standards. The role also involves adhering to security policies and training requirements.