Financial Assistant

4 weeks ago


St Petersburg, United States Revolution Technologies Full time

C2C or third-party resumes are not permitted.



Official Job Title: Name: Charitable Endowment Specialist


**Local candidates only- hybrid onsite 3x per week maximum

**laptop provided

** Strictly temporary year-end volume assistance


There will be 5 openings- 1 will assist with the grant/charities team and 4 will assist with the accounts/contributions team


Job Summary: This person will be responsible for providing administrative support to the Charitable Endowment Fund department.


Duties:

  • Assists in preparing or reviewing reports.
  • Handle email correspondence while utilizing strong written communication and customer service skills.
  • Maintain a high attention to detail while meeting assigned goals.
  • Assist with various projects as assigned by manager.
  • There will be phone work involved; assisting in collecting information to approve charities.
  • Research charities status with the IRS using resources provided.


Additional Information:

Work schedule is 8am-5pm, Monday through Friday


Skills: Must Haves

  • At least 5 years of administrative or customer service experience within a professional work environment.
  • Must have strong data entry skills - must complete a data entry test (not a typing test) before being submitted. A score of at least 5,500 keystrokes per hour with 85% accuracy or higher, is ideal.
  • Experience with phones / call center
  • Experience within the banking / financial industry is a BIG plus.
  • High attention to detail.
  • Customer service oriented.
  • Team player - willing to jump in whenever needed (even if it doesn't fall within their job description).
  • Ability to multi-task.

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