[Remote] Disbursement Analyst (REMOTE)

Note: The job is a remote job and is open to candidates in USA. Equitable is a company committed to helping clients secure their financial well-being. The Disbursement Analyst position involves processing disbursement related transactions, reviewing documents for accuracy, and ensuring compliance with federal and state requirements while collaborating with an offshore team. Responsibilities 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 Skills 1+ years of experience in financial services industry or customer service 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 Benefits Medical Dental Vision A 401(k) plan Paid time off Company Overview Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship Equitable has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.