Administrative Assistant

Csm Companies Group; Madison (WI); On-site; USD 40,000 - 50,000; Full time

Job summary

Csm Companies Group in Madison, WI is seeking an Administrative Assistant responsible for day-to-day administrative duties. This role involves processing transactions for financial services, supporting business leaders, and managing various office tasks.

The ideal candidate will have an Associate's degree in Accounting and proficiency in Excel, along with strong organizational and communication skills. Join us to contribute to a dynamic team at CSM Financial.

Qualifications

• Prior experience in equipment financing or leasing is a plus.
• Strong organizational and detail-oriented skills required.

Responsibilities

• Process transactions for financial services and truck leasing businesses.
• Administer fuel tax reporting and approve invoices.
• Create new customer records from credit applications.

Skills

Strong organizational skills

Excellent written communication skills

Attention to fine detail and accuracy

Ability to prioritize tasks

Good understanding of accounting concepts

Ability to learn systems applications

Education

Associate's degree in Accounting or related field

Tools

Excel

Job description

Job Details: Job Location: Corporate - Madison, WI 53718

Summary

The Administrative Assistant is responsible for day to day administrative duties of CSM Financial under the direction of the Finance Associate.

Responsibilities

• Process various transactions for financial services and truck leasing businesses
• Support business leaders to improve process efficiency
• Perform other related tasks as assigned by the business segment leadership

Duties

• Administer fuel tax reporting, investigate and approve invoices, vehicle titling and registration, etc.
• Administer loan processing including scheduling ACH batches, NSF payment reversals, loan modifications, collections, etc.
• Deposit check receipts
• Process rental check-outs and check-ins
• Create new customer records from incoming credit applications
• Other office duties as assigned

Qualifications, Education, Skills, Experience

• Associate's degree in Accounting or related field required
• Prior experience in equipment financing or leasing is a plus
• Good understanding and knowledge of common accounting concepts
• Ability to learn systems applications
• Preferred software experience: Excel
• Strong organizational skills
• Attention to fine detail and accuracy
• Excellent written, verbal, and customer communications skills
• The ability to prioritize and handle several tasks simultaneously

Work Environment, Physical Demands

• Ability to sit, stand, bend, kneel, stoop and lift/move up to 25 lbs. on a regular basis
• Ability to work in a dealership environment to include 8 - 12 hour days with frequent exposure to weather elements

CSM Job Standards Accountabilities

• Customer Focus: Actively looking for ways to identify customer needs. Then efficiently and effectively addressing those needs.
• Communication - Visual and Verbal: Listening, speaking, and signaling so others can understand. Communicate in spoken English well enough to be understood by others.
• Teamwork: Working cooperatively in a professional demeanor to complete work assignments.
• Health, Safety, and Security: Recognize and mitigate safety hazards including hazardous materials, environmental hazards, and accident conditions on a construction site. Follow appropriate security procedures.
• Scheduling and Coordinating: Making arrangements that fulfill all requirements as efficiently and economically as possible.
• Problem Solving/Decision-making: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
• Adaptability and Lifelong Learning: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.

NOTE: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.