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Join our team! We are growing and looking for exceptional team members to join our organization. If you are looking for a challenging and rewarding career, we want to meet you!
Summary of Job Purpose:
Responsible for maintenance of IRA assets by preparing invoices for payment, processing payment for client invoices, cataloging data in appropriate areas, check deposit processing, data entry, scanning and filing documents, client communication and general office duties.
Job Functions & Responsibilities:
Answer and route incoming calls to appropriate individuals.
Support the process of outgoing checks by ensuring all have appropriate documentation and sufficient funds to pay.
Enter client transactions and fees in trust software for daily payment processing.
Scan and forward information to clients.
Maintain appropriate record of all transactions and interactions made with clients in Act! contact database.
File and scan all paperwork appropriately.
Process Fair Market Valuation forms and adjust asset values as needed.
Cross-train as backup for all asset maintenance processing, daily check deposit and other duties, as requested.
Provide proactive client follow-up, by phone and email, regarding additional documentation/funds required in order to process transactions.
Assist in other supportive tasks as requested.
Experience, Skills, Knowledge Requirements:
1 year + office experience or back office administration.
Ability to communicate in a concise, clear manner both in written and oral form is required.
Experience in use of Microsoft Office programs (Outlook, Word, Excel).
Must exhibit an ethical and professional approach to client service consistent with the Company culture and standards.
Excellent follow-up skills and ability to accomplish tasks when scheduled.
Ability to work with and maintain confidential information.
Ability to work closely and collaboratively in a team setting.
Benefits:
Health and dental insurance; eligibility after 90 days.
401(k) plan with matching employer contributions; eligibility after 1 year.
Paid time off; eligibility after 90 days.
Paid holidays; immediate eligibility.
Must be available full-time:
Monday - Thursday 8:00 a.m. - 5:00 p.m.
Friday 8:00 a.m. - 4:00 p.m.
Must be able to successfully pass a pre-employment criminal background check.
