Financial Services Clerk
About The Position
Work requires a thorough working knowledge of general business and office procedures and of the specific business operations, organizations, policies, and procedures, files and workflow of the Financial Services Division. Work requires a working knowledge of Excel, Microsoft Word and Access, or substantially similar software packages. Work requires a working knowledge of securities, investment and insurance terminology. Screen telephone and personal callers, and direct the caller to the appropriate person. Greet clients and handle their routine requests. Must be able to distinguish priorities and work independently. Responsible for clerical tasks such as maintaining follow-up of files, assembling materials for reports, memorandum, letters and composing letters and emails from general instructions. Prepare monthly Financial Services' report. Process all commission checks according to audit procedures and compile and process commission statements for FS reps and all employees who have earned referral incentives and commissions. Prepare materials for administrative and client meetings. Must be able to coordinate Financial Services' workshops. Answer requests requiring a detailed knowledge of office procedures or collection of information from files or other offices. Assist Office Manager with special projects as requested. Assist Financial Services Sales Professionals as requested. Perform all other related duties as assigned.
Requirements
- Thorough working knowledge of general business and office procedures and of the specific business operations, organizations, policies, and procedures, files and workflow of the Financial Services Division.
- Working knowledge of Excel, Microsoft Word and Access, or substantially similar software packages.
- Working knowledge of securities, investment and insurance terminology.
- Must be able to distinguish priorities and work independently.
Responsibilities
- Screen telephone and personal callers, and direct the caller to the appropriate person.
- Greet clients and handle their routine requests.
- Responsible for clerical tasks such as maintaining follow-up of files, assembling materials for reports, memorandum, letters and composing letters and emails from general instructions.
- Prepare monthly Financial Services' report.
- Process all commission checks according to audit procedures and compile and process commission statements for FS reps and all employees who have earned referral incentives and commissions.
- Prepare materials for administrative and client meetings.
- Coordinate Financial Services' workshops.
- Answer requests requiring a detailed knowledge of office procedures or collection of information from files or other offices.
- Assist Office Manager with special projects as requested.
- Assist Financial Services Sales Professionals as requested.
- Perform all other related duties as assigned.
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
Industry
Credit Intermediation and Related Activities
Education Level
No Education Listed
Number of Employees
251-500 employees
