Financial Services Assistant

7 days ago

Honolulu, Hawaii, United States Bishop & Company, Inc. Full time

Job Summary:

We are seeking a highly skilled and detail-oriented Financial Services Assistant to join our team. This part-time position is ideal for an individual who is organized, has excellent communication skills, and can work independently with minimal supervision.

About the Role:

The primary responsibility of this position is to process customer payments in a timely manner and in accordance with company policies and procedures. You will be responsible for receiving payments from customers by mail or drop box, cash processing, balancing all payments, verifying discrepancies, and preparing daily reports.

You will also perform cash processing duties as assigned, apply payments to customer accounts, and prepare checks for deposit to banks. Additionally, you will process authorized general ledger payments and disbursement requests from employees, obtain information from customers via telephone or form letter regarding proper application of payments, and process payments to suspended accounts and make necessary transfers.

Responsibilities:

  1. Receive payments from customers by mail or drop box, cash processing, balancing all payments, verifying discrepancies, and preparing daily reports.
  2. Perform cash processing duties as assigned, apply payments to customer accounts, and prepare checks for deposit to banks.
  3. Process authorized general ledger payments and disbursement requests from employees.
  4. Obtain information from customers via telephone or form letter regarding proper application of payments.
  5. Process payments to suspended accounts and make necessary transfers.
  6. Sort and distribute bills, work orders, and computer reports; maintain log and files.
  7. May obtain information from customers, banks, telephone company, etc. concerning maintenance of records and proper application of payments.
  8. Types letters, creates and produces Excel reports, bills, etc.; maintains various files.
  9. Opening mail, sorting checks, filing, answering general phone calls.

Requirements:

  • Demonstrated proficiency in using a PC and Microsoft software programs, including Excel and Word.
  • Satisfactory completion of accounting course work from an accredited business college or equivalent institution or equivalent accounting work experience.
  • Analytical, computational, organizational, and time-management skills to handle various assignments with minimal supervision.
  • Ability to learn new software systems to assist with payment processing functionality and product testing.
  • Strong interpersonal skills to work collaboratively as a member of a team and build strong working relationships with a variety of individuals.
  • Demonstrated ability to multi-task, remain flexible and positive in a demanding work environment and adapt to rapidly changing priorities and strategic direction.
  • Effective written and oral communication skills.
  • Be able to lift, carry, stack, handle mail and packages, cartons of paper and other stationery materials weighing up to 65 pounds.
  • At least 3-5 years of general office and clerical experience.
  • Demonstrated 10-key proficiency.
  • SAP or equivalent enterprise/customer information system experience desired but not required.

What We Offer:

A competitive salary of $20 per hour and the opportunity to work in a dynamic and supportive team environment.

About Us:

Bishop & Company provides recruiting and placement services for client companies and opportunities for job seekers throughout Hawaii. We charge no fees to candidates and our client services are 100% guaranteed.

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