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Treasury Associate

Brown & Brown, Inc.
Troy, USA
Closing date
Jul 13, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Title: Treasury Associate
FLSA Status: Non-Exempt
Department: Treasury
Reports to: Treasury Manager
Location: Proctor - 166

Who are we? What do we do? Company Overview:

Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. While weaving compliance throughout all our applications and technologies, Proctor Loan Protector operates as an extension of our clients, where partnership meets innovation.

What's the culture like at Proctor Loan Protector?

At Proctor Loan Protector, we are committed to fostering a workplace that values diversity and personal growth. As we continue to grow and expand, this allows us to offer career paths and opportunities. We are dedicated to ensuring that all our teammates feel valued and work in a fun and rewarding work environment.

What can I expect from working at Proctor Loan Protector?
  • Fun work environment with a variety of work
  • Being part of a team
  • Career growth
  • Ability to highlight your skills
  • Feel valued
  • Great benefits, pay and culture

Tell me more about this role, what would I be doing?


Under the direction of Treasury leadership, the Treasury Associate is responsible for performing daily treasury cash and accounting functions to support the business and our clients' needs. These tasks will be handled with accuracy and urgency, while maintaining necessary segregation of duties.

Essential Duties and Functions: include the following. Other duties may be assigned.
  • Perform deposits into appropriate accounts using remote scanners.
  • Setup or approve ACH refunds and payments
  • Positive Pay uploads or exceptions
  • Sort and prepare incoming checks for deposit
  • Monthly invoicing of clients and posting incoming payments
  • Reconcile and distribute returned and refund checks
  • Respond to emails from multiple group email boxes
  • Print disbursements from various systems
  • Pull rush payments and place in overnight envelopes
  • Report key metrics of tasks performed
  • Month end closing and reporting
  • Reconcile multiple fiduciary bank accounts
  • Assist other team members as needed and backup various functions.

Additional duties include, but are not limited to; special projects as needed and acting as a backup within the department while maintaining the appropriate separation of duties.

The Treasury Associate will perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates.

  • Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently.
  • Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
  • Oral communication-the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
  • Written communication-the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
  • Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
  • Quality control-the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
  • Adaptability-the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
  • Safety and security-the individual observes safety and security procedures and uses equipment and materials properly.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

  • High School Diploma/GED
  • Must have excellent attendance and no prior disciplinary action(s)
  • Must be able to work holidays and overtime as required
  • Must be proficient in MS Office 2016 and higher

  • Associate's or Bachelor's degree in a business or financial related discipline
  • 1 - 3 years experience in accounting and/or insurance

Physical Requirements Necessary on a Regular Basis:

Repetitive motion. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day Vision sufficient for use of a computer monitor Sedentary position. Ability to sit at a desk 7-8 hours per day Worker not substantially exposed to adverse environmental conditions

Pay Ranges:

Any posted pay range considers a wide range of compensation factors, including skills, experience, work location and more. We offer competitive pay while still allowing for compensation growth within the position and company.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

EEO Statement:
Proctor Loan Protector is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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