Accounting, Accounting Software, Administrative Skills, Analysis Skills, Communication Skills, Develop and Maintain Customers, Finance, Financial Literacy, Financial Operations, General Ledger Accounting, Mail Processing, Mathematics, Microsoft Office, Operations Management, Problem Solving Skills, Reconciliation, Resolve Customer Issues, Writing Skills
JOB DESCRIPTION: FINANCIAL ADVISORY GROUP OPERATIONS SPECIALIST I
DEPARTMENT: Financial Advisory Group
REPORTS TO: Financial Advisory Group Operations Manager
SUPERVISES: No supervisory responsibility
JOB SUMMARY: Performs operational duties for the Financial Advisory Group and works with Financial Advisors in all aspects of maintaining client accounts in a growing department with opportunities for advancement.
MAJOR DUTIES & RESPONSIBILITIES
- Processes a variety of scheduled transactions (checks, ACH, bill pay, and federal and state withholding).
- Creates and maintains extensive follow-up/tickler and filing system. Reviews daily tickler report and follows up on status of ticklers.
- Reconciles general ledger and internal operating accounts.
- Assists in solving operational issues.
- Performs administrative duties such as telephone support, distribution of mail, and filing.
- Researches items and completes special projects as needed.
- Handles and answers customer inquiries in accordance with Brand Standards.
- Cross-trains on other operational duties.
EDUCATION, EXPERIENCE & SKILLS:
- Bachelor's degree in finance or related field or 4 years of financial/accounting related work experience.
- Ability to work independently, as well as part of a larger team.
- Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills
- Interest in accounting principles and improving personal financial literacy.
- Fluency in computer applications such as accounting software and Microsoft Office Programs.
EOE, including disability/vets
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Springs Valley Bank & Trust Company