ADMIN ASSISTANT / INTERMEDIATE EXCEL SPECIALIST
Are you really good with EXCEL and have used it frequently in a current position or past position that you may have had? If you are an Intermediate User of EXCEL and feel confident in your skill set, we have an open position within our Dealer Automated Services Department which handles a lot of the daily auditing and reporting for our Wealth Management and Retirement Investment Advisors. The person in this position will perform reconciliation of all electronic data against our computer system to ensure accuracy of all activity, values and registration detail. This is an Administrative position but has elements that require attention to detail and the ability to be able to run reports. A good Excel user will build specific reports with the data that you have access to and provide this information to the department. The role will function in the Palm Beach Gardens, FL office and report directly to the Supervisor, Dealer Automated Services. Our office is right off I-95 and PGA Blvd. with extremely easy access to the highway both North and South. We have a beautiful corporate office environment within a very established company that is growing and offers great stability. This job would have medical, dental, vision, 401K at PTO benefits for a permanent employee.
FULL-TIME MONDAY-FRIDAY 8:00 AM TO 5:00 PM
NO NIGHTS AND NO WEEKENDS
$15.00 - $16.00/HOUR
Generating and reviewing quality control and error reports to maintain and reconcile account transactions, values and registration detail.
Provide assistance and research to all areas of Operations
Inform manager of issues concerning the various funds, missing data feeds, special needs required from the various product providers.
Ability to work independently on in-depth projects. Any prior understanding of mutual fund processing procedures would be a huge plus but is not required.
Working hours: 8:00 AM - 5:00 PM
-Knowledge and Proficiency in EXCEL or generating reports is necessary to be able to work with large sets of data
-Any prior knowledge of AS400 Systems would be a HUGE PLUS
-Good attention to detail and the ability to organize and prioritize information for reporting
No Degree Required
Any prior experience working with AS400 is a PLUS
Need to be at least and Intermediate user of EXCEL
MUST BE ABLE TO PASS PRE-EMPLOYMENT CRIMINAL BACKGROUND CHECKS AS WE ARE A FINANCIAL INSTITUTION
Our call to action for this position is actually really simple....we know that the right people have really good general administrative skills such as good typing, data-entry and can multi-task really well. The one thing that really makes the perfect candidate stand out from the rest is their ability to use EXCEL at an intermediate level. If you have that knowledge, the learning curve for the job is quicker and you will do very well in our open position. So....calling all EXCEL GURU's, here's the chance to do what you're good at and also help our department with the necessary reports we need each day. If this sounds like you, please apply!!
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