Records Assistant

RSR Group • Winter Park, FL

4d

About The Position

This position is responsible for processing, uploading, and redacting customer documentation in accordance with established record retention policies and procedures; following up with current and potential customers by email and by phone; answering incoming calls and directing callers to the appropriate person; receiving package deliveries and distributing mail; assisting with processing license renewals; and other special projects as needed.

Requirements

• Must be able to effectively communicate, verbally and in writing, with customers and co-workers.
• Proficient in Microsoft Word and Excel, or similar applications.
• Strong customer service skills.
• Strong multi-tasking skills.
• Strong organizational skills.
• Strong follow up skills.
• Requires a high level of accuracy and attention to detail.

Responsibilities

• Function as the primary phone operator and direct incoming calls to the appropriate person professionally and promptly.
• Greet visitors and package delivery drivers and alert package recipients of their package arrivals.
• Upload and redact customer documents, including Federal Firearms Licenses (FFLs), state licenses and certificates.
• Assist in processing standard FFL, Special Occupational Tax (SOT) stamp, and other state license renewals. Accurately identify and flag documents containing changes or discrepancies for further review by Records Specialists.
• Follow up with potential and existing customers by email and by phone to request additional documentation required based on customer set-up type and location, entity changes, or ownership changes and log follow-up attempts.
• Distribute USPS mail daily and prepare intercompany mail twice weekly at a designated time.
• Perform the Credit Assistant duties in their absence.
• Assist with special projects as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed