Financial Clerk Assistant

5 days ago


Livonia, Michigan, United States VFG Associates Full time
Job Opportunity

We are seeking a detail-oriented and organized Entry-Level Financial Clerk to join our team at VFG Associates. As a family-owned and operated business, we prioritize taking care of our clients, and we are looking for a dedicated individual to assist in handling day-to-day administrative duties.

Responsibilities:
  • Assist in managing phone calls, addressing emails, and organizing paperwork.
  • Support in data entry tasks and ensuring accurate maintenance of client information in the database.
  • Compile and distribute client reports and other necessary materials in a timely manner.
  • Work collaboratively with team members to verify information accuracy and completeness.
  • Provide assistance to Agents and various departments as required.
Requirements:
  • High school diploma or equivalent is a must, and having some college coursework in finance or a related field is preferred.
  • Strong verbal and written communication skills are essential for this role.
  • Proficiency in Microsoft Office suite, especially Excel, is required.
  • Being detail-oriented and capable of handling multiple tasks concurrently is a key attribute.
  • A positive attitude and a strong work ethic are valued qualities for this position.
About VFG Associates

We have over 55 years of experience in providing comprehensive financial services to our clients. Our team is dedicated to delivering exceptional service and support to our clients, and we are looking for a like-minded individual to join our team.


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