Disbursement Analyst (REMOTE)

Job Number: 9842

Job Number: 250000KC

External Description: About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe'vehoned since 1859.

This position processes disbursement related transactions and will work with our offshore team to complete work timely and accurately. This position reviews incoming documents for completeness and accuracy and escalating any issues to the proper parties for review.

What You'll Be Doing

• Utilize multiple mainframe systems to process disbursement related transactions.
• Review AWD to confirm paperwork has been completed timely and is in order.
• Determine if paperwork is in order to process or refer to Not In good order (NIGO) unit for follow up.
• Validate original Medallion Signature Guarantee, if available.
• Review power of attorney documents and trust documents for signature compliance.
• Review disbursement transaction for company financial controls.
• Ensure all company federal and state compliance requirements are met.
• Work on Ad hoc projects as needed.

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be requested based on business needs.

The base salary range for this position is $41,000 - $55,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
What You'll Bring

Required Qualifications

• 1 years of experience in financial services industry or customer service

Preferred Qualifications

• Knowledge of the Disbursement process
• Ability to handle multiple processes and prioritize workload and be organized and detail oriented
• Ability to think creatively, communicate effectively both written and verbal, and work collaboratively
• Self-starter; ability to work independently with little supervision while contributing as a team member
• Sound analytical, problem solving and decision making skills
• Reliable with the ability to meet attendance and punctuality standards
• Ability to handle sedentary nature of job
• Demonstrated accountability and sense of urgency

Skills

Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.

Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

About Equitable

At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Community / Marketing Title: Disbursement Analyst (REMOTE)

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