ASSISTANT FINANCIAL SERVICES REP

Company: Marshall & Sterling Inc
Location: Lake Katrine
Posted on: September 27, 2024

Job Description:

Description:Provide a wide variety of administrative and financial duties and support for staff members in the department.MAJOR RESPONSIBILITIES

• Supply ordering, distribution and inventory.
• Processing of incoming and outgoing daily mail.
• Bank deposits as needed.
• Scanning.
• Transmit daily positive pay file to bank.
• Print monthly commission statement from company websites.
• Process daily close day.
• Track daily balance in operating account.
• Record direct bill commissions.
• Remit branch company statements and invoices.
• Remit operational expenses.
• Process payments in upload account from Poughkeepsie branch.
• Assist Financial Service Representative's and Sr. Financial Service Representative's as needed.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• Build and maintain a favorable and professional work relationship with other staff members.
• Adhere to established employee manual policies and guidelines.
• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
• Promptly report all E&O claims and potential E&O claims.
• Maintain confidentiality in all aspects of client, staff and agency information.
• Perform other duties and projects as assigned.Requirements:
  • College degree preferred, high school diploma or equivalent required.
  • Experience and knowledge of Microsoft Office Programs.
  • Experience with Vertafore a plus.
  • Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.
  • High level of organizational ability with attention to detail.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.Salary Range is $40,000.The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.PI30eb5bcf6686-26289-34923293

Keywords: Marshall & Sterling Inc, Pittsfield , ASSISTANT FINANCIAL SERVICES REP, Accounting, Auditing , Lake Katrine, Massachusetts