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Financial Services Administrative Associate

2 months ago

Poughkeepsie, New York, United States Marshall + Sterling Inc Full time
Position Overview

The Financial Services Administrative Associate plays a crucial role in supporting the operational and financial functions within the department at Marshall + Sterling Inc. This position encompasses a diverse range of administrative and financial responsibilities aimed at enhancing departmental efficiency.

Key Responsibilities
  • Manage the procurement, distribution, and inventory of supplies.
  • Handle the processing of daily incoming and outgoing correspondence.
  • Conduct bank deposits as required.
  • Perform document scanning tasks.
  • Prepare and transmit daily positive pay files to the banking institution.
  • Generate monthly commission statements from company platforms.
  • Facilitate the daily closing procedures.
  • Monitor and record daily balances in the operational account.
  • Document direct bill commissions accurately.
  • Process and remit company statements and invoices.
  • Oversee the management of operational expenses.
  • Handle payment processing in the upload account from the designated branch.
  • Provide assistance to Financial Service Representatives and Senior Financial Service Representatives as necessary.
  • Maintain the professional certifications required to comply with agency standards.
  • Engage in ongoing education and training opportunities as they arise.
  • Foster and maintain positive professional relationships with colleagues and staff.
  • Comply with established employee manual policies and operational guidelines.
  • Follow workflow procedures to mitigate the risk of errors and omissions claims.
  • Report any errors and omissions claims or potential claims promptly.
  • Uphold confidentiality regarding all client, staff, and agency information.
  • Execute additional duties and projects as assigned.
Qualifications
  • A college degree is preferred; a high school diploma or equivalent is required.
  • Proficiency in Microsoft Office Suite is essential.
  • Familiarity with Vertafore software is advantageous.
  • Ability to work collaboratively and maintain professional relationships with superiors, peers, and external stakeholders.
  • Strong communication skills are necessary.
  • Exceptional organizational skills with a keen attention to detail are required.

All qualified candidates will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

The salary range for this position is $40,000. The specific salary offered may vary based on factors such as relevant experience, education, and work location.