Financial Services Representative
1 week ago
We are seeking a highly organized and detail-oriented Financial Services Representative to join our team at Marshall & Sterling Inc. As a key member of our department, you will provide administrative and financial support to staff members, ensuring the smooth operation of our daily activities.
Key Responsibilities- Supply Chain Management: Order, distribute, and maintain inventory of office supplies and materials.
- Mail and Document Processing: Process incoming and outgoing mail, and ensure timely delivery of documents.
- Financial Transactions: Process bank deposits, transmit daily positive pay files, and print monthly commission statements.
- Accounting and Record-Keeping: Track daily balances, record direct bill commissions, and remit branch company statements and invoices.
- Customer Service: Assist Financial Service Representatives and Sr. Financial Service Representatives as needed, and maintain a professional work relationship with colleagues.
- Professional Development: Maintain professional accreditation, participate in continuing education programs, and adhere to established employee manual policies and guidelines.
- Education: College degree preferred, high school diploma or equivalent required.
- Technical Skills: Experience with Microsoft Office Programs, and knowledge of Vertafore a plus.
- Soft Skills: Excellent communication and organizational skills, with a high level of attention to detail.
We are an equal opportunity employer and welcome applications from qualified candidates. Salary range is $40,000, and the specific salary offered may be influenced by factors such as relevant experience, education, and work location.
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Financial Services Representative
5 days ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Representative to join our team at Marshall & Sterling Inc. As a key member of our department, you will provide administrative and financial support to staff members, ensuring the smooth operation of our daily activities.Key ResponsibilitiesSupply Chain Management: Order,...
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Financial Services Representative
5 days ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Representative to join our team at Marshall & Sterling Inc. As a key member of our financial operations team, you will be responsible for providing administrative and financial support to our staff members.Key Responsibilities:Supply Chain Management: Manage the ordering,...
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Financial Services Representative
5 days ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Representative to join our team at Marshall & Sterling Inc. As a key member of our department, you will provide administrative and financial support to staff members, ensuring the smooth operation of our daily activities.Key ResponsibilitiesSupply Chain Management: Order,...
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Financial Services Representative
5 days ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Representative to join our team at Marshall & Sterling Inc. As a key member of our financial operations team, you will be responsible for providing administrative and financial support to our staff members.Key Responsibilities:Supply Chain Management: Order and manage the...
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Financial Services Representative
4 days ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob SummaryDescription:As a key member of the Marshall & Sterling Inc team, the Financial Services Representative will provide administrative and financial support to staff members in the department. This role is responsible for a wide range of tasks, including supply ordering, mail processing, and bank deposits.**Key Responsibilities:**Manage and maintain...
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Financial Services Administrative Coordinator
2 weeks ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeRole Overview: The Financial Services Administrative Coordinator plays a crucial role in supporting the financial operations within the department by executing a variety of administrative and financial tasks.Key Responsibilities:Manage supply procurement, distribution, and inventory control.Handle the processing of daily incoming and outgoing...
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Financial Services Administrative Associate
2 weeks ago
Poughkeepsie, New York, United States Marshall + Sterling Inc Full timePosition OverviewThe Financial Services Administrative Associate plays a crucial role in supporting the operational and financial functions within the department at Marshall + Sterling Inc. This position encompasses a diverse range of administrative and financial responsibilities aimed at enhancing departmental efficiency.Key ResponsibilitiesManage the...
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Financial Services Administrative Coordinator
2 weeks ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeRole Overview: The Financial Services Administrative Coordinator will play a vital role in supporting the operational and financial functions of the department, ensuring smooth processes and effective communication among team members.Key Responsibilities:Manage supply procurement, distribution, and inventory oversight.Handle the processing of daily incoming...
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