Financial Services Coordinator
4 weeks ago
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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