Treasury Coordinator

FirstService Residential is seeking a Treasury Coordinator who will be responsible for processing and reconciling electronic transfers, coordinating with banking partners, and ensuring accurate setup of client accounts across platforms. The role involves serving as a key liaison between internal teams and external banks while ensuring compliance with company policies and providing exceptional service to management clients. Responsibilities Review, process and respond to assigned Treasury requests through the CRM ticketing system Support the relationship management team with opening, funding, and closing bank accounts for management clients Prepare and analyze banking documents containing clients’ personal information Work with banking partners to facilitate account openings, fundings, closures, and resolve account issues Ensure new accounts are set up accurately in accounting platforms and provide account information to local Treasury Departments Process daily electronic transfers, including ACH payments, wires, and internal transfers for management clients Monitor daily cash activity, ensure proper funding, and investigate discrepancies Assist with forecasting cash needs and maintaining adequate liquidity Maintain and update Excel, SharePoint, Smartsheet, and other databases for tracking and reporting purposes Monitor transactions to ensure supporting documentation is submitted and expenses are approved each month Liaise with banking partners and internal teams to identify issues, suggest corrective procedures, and implement solutions Assist Treasury leaders with the development and maintenance of Standard Operating Procedures (SOPs) Participate in special projects and support additional treasury functions as assigned Skills Bachelor's degree in Finance, Accounting, Business Administration, or a related field 1-2 years' of relevant experience in treasury, banking, finance, or operations; experience in a multi-entity or shared services environment is a plus Strong analytical and problem-solving skills with the ability to interpret financial data and recommend solutions Must possess a growth mindset and an ability to multi-task/prioritize different projects at any given time Works effectively with coworkers, clients, customers, and others by sharing ideas in a constructive and positive manner; addresses problems and issues constructively to find mutually acceptable and practical business solutions Proficiency in Microsoft Excel and other Office applications Experience with platforms such as DocuSign, Smartsheet, and Zendesk Familiarity with banking platforms and treasury functions such as account management, signature authority, and cash management Benefits Multiple medical plans Dental Vision Life insurance Short-term and long-term disability Legal Identity theft Pet insurance Company-paid life insurance Employee assistance program Paid time off Paid holidays Tuition reimbursement 401(k) with company match Company Overview FirstService Residential is a real estate company that provides property management services. It was founded in 2012, and is headquartered in Dania, Florida, USA, with a workforce of 10001+ employees. Its website is