Financial Services Coordinator

4 weeks ago


Uniontown, Alabama, United States Securitas Electronic Security Inc Full time

At Securitas Electronic Security Inc, we are seeking a highly skilled Financial Business Services Coordinator to join our team. As a key member of our operations team, you will play a critical role in ensuring the smooth processing of orders and contracts.

Key Responsibilities:

  • Process all activity recorded in the order entry mailbox
  • Review all product orders for completeness and accuracy
  • Enter all orders into our system, ensuring timely and accurate processing
  • Create budgets in Microsoft Excel using data from Big Machines to enter into our system for revenue recognition
  • Review all monitoring and service maintenance orders for accuracy and submit to the appropriate internal groups for processing
  • Ensure all required documentation is received from the sales team and submitted to Contract Administration
  • Accurately log and track all services sold for recurring monthly revenue for Sales Compensation purposes
  • Assist sales with any questions pertaining to ordering document requirements
  • Create and maintain project files on our Microsoft SharePoint site
  • Review and process change orders
  • Process cancellations
  • Assist with special projects as needed

Requirements:

  • Experience working with sales contracts and reviewing contract documents
  • Microsoft Office skills required
  • 1 to 3 years of experience working sales contracts
  • Proficient PC skills, including Word, Excel, and PowerPoint
  • Excellent analytical and problem-solving skills
  • Must be reliable, professional, and organized
  • Strong verbal and written communication skills
  • Ethical standards for handling confidential information
  • Demonstrated ability to prioritize tasks, meet deadlines, and enthusiastically deal with change
  • Must have a sense of urgency and excellent follow-through skills
  • Ability to work well as part of a team
  • Outstanding interpersonal and customer service skills
  • General business acumen
  • Willing to work overtime when needed

Preferred Requirements:

  • Bachelor's degree in business, finance, or accounting
  • 1 to 3 years relevant experience. Will consider experience in lieu of degree
  • Experience with Microsoft Solomon preferred but not required


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