Transaction Manager and Office Assistant

3 days ago

Chester, New Jersey, United States Globex International Group- Full time
Job Summary:

We are seeking a highly skilled and organized part-time Transaction Manager and Office Assistant to join our team at Globex International Group. This role will involve transaction management, office administration, and supporting the President with various tasks.

About the Job:

This part-time position is initially envisaged as a 20-30 hour per week role, with the possibility of leading to full-time employment. The successful candidate will have experience with QuickBooks Desktop version for Windows and be able to quickly learn new features as required.

The ideal candidate will have excellent organizational skills, attention to detail, and the ability to work independently with minimal supervision. They will also have strong communication skills, both written and verbal, and be able to prepare reports, letters, and other documents as needed.

Key Responsibilities:
  • Maintain and update Excel logs of invoice requests, outgoing payment requests, checks received, electronic payments received, and outgoing check/wire requests.
  • Track and report status to the President upon request.
  • Generate and distribute monthly Revenue Reports, Outstanding Invoice Reports, Transaction Reports, and other reports as needed.
  • Reconcile QuickBooks against external logs and other records to confirm the completeness and accuracy of the database.
  • Discuss and, upon President's approval, correct any discrepancies uncovered.
  • Implement all Globex International procedures for Accounts and Account control for both Customers and Business.
  • Make weekly status reports on all Brokers, Accounts, Money-In, Outstanding Monies report, and item status.
  • Regular daily and weekly reporting of all new developments to the President.
  • Support presentation preparation, communications, report, and exhibit creation/typing of letters, emails, reports as needed.
  • Assist with the creation and distribution of monthly Newsletters for each department via Constant Contact.
  • Create and track data and reports as needed for office expenses.
  • Act as office receptionist when in the office.
About Us:

Globex International Group is an international consultancy providing its Partner Insurance Brokers with an international capability in both Property & Casualty and Health & Benefits. We work with more than 50 of the largest regional brokers in North America and interact with 300 agents, brokers, and consultants in over 160 countries worldwide.

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