Administrative Assistant / Customer Service
About The Position
Mountain West IRA is seeking an enthusiastic individual for an administrative position in their Asset Maintenance Department. This role involves maintaining client assets by processing payments, depositing income, and depositing IRA contributions. The position requires the ability to work independently and be self-sufficient, with excellent written and oral communication skills. Mountain West IRA is a 20-year-old local company with a national reach, serving over 3,500 clients. This is an excellent opportunity for a professional, hardworking individual who takes pride in helping others. Onsite training will be provided.
Requirements
- Proficiency in computerized systems and software applications
- Strong computer literacy with knowledge of MS Office (Word, Excel, Outlook)
- Experience in data entry with a high level of accuracy
- Customer service experience in an office setting
- Excellent organizational skills with attention to detail
- Familiarity with clerical duties and office procedures
Responsibilities
- File and scan all paperwork appropriately
- Enter client transactions and fees in trust software for daily payment processing
- Complete processing tasks for all deposit transactions
- Create name & address records in trust accounting software
- Support the process of outgoing checks by ensuring all have appropriate documentation and sufficient funds to pay
- Cross-train as backup for all administrative positions
- Answer and route calls to appropriate people
Benefits
- 401(k)
- Dental Insurance
- Health Insurance
- Vision Insurance
- Paid Time Off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
