Financial Services Specialist

Marshall+Sterling•Poughkeepsie, NY

14h

About The Position

Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We are looking for a dynamic Financial Service Specialist to join our team! In this role, you will provide essential administrative and financial support, ensuring smooth operations and contributing to the success of your team.

Requirements

College degree preferred, high school diploma or equivalent required.
Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes.
Proficiency in Microsoft Office; experience with Vertafore is a plus.
Strong interpersonal skills with the ability to work effectively with colleagues.
Excellent verbal and written communication skills.
Highly organized with strong attention to detail.

Responsibilities

Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks.
Transmit daily positive pay files to the bank and track daily balances in the operating account.
Leverage AI tools and technology confidently as part of your daily workflow, embracing innovation to work smarter and support the team more effectively.
Support Senior Financial Service Specialist to ensure team success
Lead the monthly close process for our downstate offices and support the preparation of reports that keep our financial picture clear.
Ensure accuracy and clarity by reconciling bank statements and applying customer payments — your attention to detail helps keep our operations running smoothly.
Identify billing issues and coordinate with branches to resolve discrepancies and track missing DBL commissions.