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Administrative Support Specialist

2 months ago


Poughkeepsie, New York, United States Marshall & Sterling Full time
Administrative and Financial Support Specialist

Marshall & Sterling is seeking a highly organized and detail-oriented Administrative and Financial Support Specialist to provide critical support to our staff members in our department. This role requires a high level of organizational ability, attention to detail, and excellent communication skills.

Key Responsibilities:
  • Supply Chain Management: Order, distribute, and maintain inventory of office supplies, ensuring seamless operations and minimizing disruptions.
  • Mail and Document Processing: Process incoming and outgoing mail, and scan documents as needed, maintaining confidentiality and adhering to company policies.
  • Financial Transactions: Make bank deposits, transmit daily positive pay files, and print monthly commission statements, ensuring accuracy and timeliness.
  • Accounting and Record-Keeping: Track daily balances, record direct bill commissions, and remit branch company statements and invoices, maintaining up-to-date records and ensuring compliance.
  • Customer Service: Assist Financial Service Representatives and Sr. Financial Service Representatives as needed, providing exceptional support and ensuring customer satisfaction.
  • Professional Development: Maintain professional accreditation, participate in continuing education programs, and build a favorable work relationship with colleagues, staying up-to-date with industry trends and best practices.
  • Confidentiality and Compliance: Maintain confidentiality in all aspects of client, staff, and agency information, and adhere to established employee manual policies and guidelines, ensuring a secure and compliant work environment.
Requirements:
  • Education: College degree preferred, high school diploma or equivalent required, with a strong foundation in business administration or a related field.
  • Technical Skills: Experience with Microsoft Office Programs, and knowledge of Vertafore a plus, with proficiency in software applications and systems.
  • Soft Skills: Excellent communication, organizational, and time management skills, with a high level of professionalism, adaptability, and teamwork.

We are an equal opportunity employer and welcome applications from all qualified candidates. Salary range is competitive and may vary based on experience, education, and work location.