Financial Services Representative

1 week ago


Poughkeepsie, New York, United States Marshall & Sterling Inc Full time
Job 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 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.
Requirements
  • 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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