Financial Services Representative

7 days ago


Poughkeepsie, New York, United States Marshall & Sterling Full time
Job Summary

We are seeking a highly organized and detail-oriented Financial Services Representative to join our team at Marshall & Sterling. As a key member of our department, you will provide administrative and financial support to staff members, ensuring the smooth operation of our daily activities.

Key Responsibilities
  • Supply ordering, distribution, and inventory management
  • Processing of incoming and outgoing mail, including bank deposits and scanning
  • Transmitting daily positive pay files to the bank and printing monthly commission statements
  • Tracking daily balances in operating accounts and recording direct bill commissions
  • Remitting branch company statements and invoices, as well as operational expenses
  • Processing payments in the upload account from the Poughkeepsie branch
  • Assisting Financial Service Representatives and Sr. Financial Service Representatives as needed
  • Maintaining professional accreditation and participating in continuing education programs
  • Building and maintaining a favorable and professional work relationship with staff members
  • Adhering to established employee manual policies and guidelines, as well as workflow procedures
Requirements
  • College degree preferred, high school diploma or equivalent required
  • Experience and knowledge of Microsoft Office Programs
  • Experience with Vertafore a plus
  • Ability to work effectively and relate well with others in a professional manner
  • Demonstrated ability to communicate effectively and maintain confidentiality
  • High level of organizational ability with attention to detail
Salary Range

$40,000

The specific salary offered may be influenced by a variety of factors, including the candidate's relevant experience, education, and work location.



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