CSI Financial, LLC.
$35,000.00 - $55,000.00
a year
Duties include but are not limited to the following:Perform all administrative functions ensuring the timely accomplishment of assigned workload. This may include answering phone calls, processing daily mail, filing, ordering supplies and making bank deposits as neededRecord client transactions including posting daily receipts and incoming requests for fundsPerform daily reconciliation of cash accountsProvide training for clients on specialized software (in person or by phone)Communicate effectively with staff and managementIdentify procedural inefficiencies and implement means for improvementGuide the implementation of office procedures, filing and record-keeping systemMaintain/update corporate policies and guidelinesRequirements:Minimum 2 Year Associate Degree or higherMinimum of 2 Years with full-time work experience in a business settingProficient in Microsoft OfficeStrong attention to detail, accuracy and processAbility to self-organize and meet deadlinesDemonstrated problem-solverA motivated self-starter who is comfortable handling multiple prioritiesA team contributor who recognizes the importance of working together to ensure successWilling and able to quickly train on new software and systemsAbility to communicate effectively at all levels, both internally and externallyCapacity to grow and take on additional responsibility as the company continues its rate of fast-paced growthStrong business acumen, organization, coordination and prioritization skills.