Office and Administrative - Financial Services Support Rep

  • location: Columbus, OH
  • type: Temp to Perm
  • salary: $14 per hour
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job description

Office and Administrative - Financial Services Support Rep

In this role you will Review and Process Financial Information and Data. 

Client provides the equipment; training and tools to perform the duties of the role

Starting pay - $14 an hour; Full time, remote to start ( will return to office in Grandview Heights when instructed to do so )


Responsibilities:
Summary of Job Responsibilities:
-- Provides prompt efficient service for assigned product and/or service center internal and external customers. Inputs the statistical data required to produce policyholder documents, corporate and external reporting information in accordance with company policies and practices.
-- Performs one or more of the following: preparation of proposals; periodic valuation; asset reconciliation of plan investments; government reporting forms; and/or production analysis.
--The following duties cover what are generally believed to be principal and essential functions of the job. 

Working hours: 8:00 AM - 5:00 PM

Skills:
General office practices, customer service, and office equipment.
Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques
Ability to prioritize own work within standards.
Effective written and oral communication skills to interact with customers, team members, and management.
Decision making skills necessary for customer contacts.
Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.

Education:
High School

Experience:
Entry Level

Qualifications:
Experience:
One to three years work experience with two years product-related customer service work experience preferred.
Work experience with undergraduate studies preferred.


If you are interested in financial services and/ or have experience apply today!

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