Decedent Solutions Associate

eTeam; Saint Petersburg (FL); Hybrid; USD 30,307 - 31,684; Full time

Benefits offered by this job

Laptop provided

Opportunity for extension or conversion based on performance

Job summary

A staffing agency is seeking an Entry Level Decedent Solutions Associate for a contract role in Saint Petersburg, FL. The position involves processing financial transactions, responding to inquiries, and maintaining records. Candidates should have at least 2 years of experience in financial services or a relevant Bachelor's degree. This is a hybrid role requiring 3 onsite days per week. Excellent organizational and communication skills are essential, and a laptop will be provided.

Qualifications

• At least 2 years of recent experience within the financial services.
• Recent graduates with a Bachelor's degree in finance are preferred.

Responsibilities

• Process financial transactions accurately.
• Respond to email inquiries and assist with requests for information.
• Organize own work schedule in line with changing priorities.
• Ensure adherence to quality standards and internal codes of conduct.
• Communicate and resolve issues with internal departments.

Skills

Organizational and time management skills

Recent experience within the financial services or Bachelor's degree in finance

Strong data entry skills

Problem solving and analytical skills

Effective verbal and written communication skills

Ability to acquire and maintain new knowledge

Ability to connect with customers

Elementary data analysis skills

Quick learner

Ability to use multiple systems simultaneously

Education

Bachelor's degree in finance or related field

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft Outlook

Job description

Base pay range

$22.00/hr - $23.00/hr

Job Title

Decedent Solutions Associate

Job Duration

6 months contract

Job Location

Saint Petersburg, FL-33716

Work Schedule

The worker can choose either 8:00am-5:00pm or 9am-6pm

Interview Information

Interviews will be conducted in person – St. Petersburg, FL

Hybrid Work Environment

Hybrid role – Onsite 3 days per week in St. Petersburg, FL 33716

Laptop provided

Opportunity for extension or conversion based on attendance/performance

Important

The candidates submitted should not have any upcoming need for time off for the first few months of their assignment due to training.

Responsibilities

• Processes financial transactions accurately.
• Answers and responds to email inquiries.
• Assist with requests for information, referring more complex matters to colleagues.
• Carry out standard customer service activities and handle simple customer inquiries.
• Maintain files and records.
• Organize own work schedule each day in line with changing priorities.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Processes forms and performs basic distributions and internal transfers.
• Interprets rules and regulations by applying Decedent Solutions knowledge.
• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
• Maintains knowledge of rules and regulations by utilizing internal and external resources, as well as continuous training.
• Communicates, researches and resolves issues with other internal departments.

Knowledge of

• General office practices and procedures.
• Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets.

Skills

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• At least 2 years of RECENT experience within the financial services, OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred.
• Strong data entry skills with a high attention to detail. Please administer an alpha-numeric data entry assessment to all candidates. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role.
• Problem solving and analytical skills sufficient to assess client issues and accurately provide resolutions.
• Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.
• Acquire and maintain new knowledge in an ever changing regulatory environment.
• Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
• Supports business processes by effective use of standard office equipment and standard software packages.
• Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences.
• Meet high customer service standards.
• Understand and effectively operate all customer management systems.
• Perform elementary data analysis for use in reports to help guide decision making.
• Select, deploy and get the best results from the most appropriate office system.
• Quick learner / ability to learn and apply different processes simultaneously
• Ability to navigate through several different systems at once, using a dual monitors

Seniority level

Entry level

Employment type

Contract

Job function

Other

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