Entry Level Finance Assistant

Royal Promotions and Marketing, Inc.; Florida; On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Career development events

Supportive leadership

Collaborative team environment

Job summary

Royal Promotions and Marketing, Inc. in Florida is looking for an Entry Level Finance Assistant to engage with clients and support their financial goals. You will communicate with clients to assess their needs and advise them on banking and debt management.

This role involves resolving complex client accounts and contributing to their financial education. Ideal candidates should be passionate about customer service, possess problem-solving skills, and be digitally savvy.

Join a dynamic team dedicated to making a difference in people's financial lives.

Qualifications

• Passionate commitment to helping our customers.
• Resourceful self-starter with courage to approach customers.
• Strong interpersonal skills to build rapport.
• Basic knowledge of specialized sales and banking solutions.
• Digitally-savvy in identifying financial alternatives.

Responsibilities

• Communicate with clients to understand their financial needs.
• Resolve accounts where debt collection efforts have escalated.
• Proactively prevent further client debt problems.
• Advise clients on financial and debt management solutions.
• Gather and submit documentation for account payments.

Skills

Customer service

Financial knowledge

Problem-solving

Interpersonal skills

Job description

One vital factor that sets us apart from our competitors is our unique approach to sales and marketing. We are created around customers and fueled by our ambition to drive sustainable market growth for our clients’ brands and businesses. We believe that the best way to gain traction is by engaging buyers in a compelling brand experience, which is why we apply the latest promotional techniques to our campaigns for the brands we represent.

Job Description

We are passionate about delivering exceptional client service and an experience that promises to impress. Our free financial evaluations, financial service, budgeting and budget analysis, and debt relief services provide a compassionate and easy way for our clients to meet their financial goals. We are in need of an Entry Level Finance Assistant to work with prospective clients, educate them on the banking and finance services we offer, and encourage enrollment in our financial management and debt relief programs.

Why you’re going to love it here as an Entry Level Finance Assistant:

• Participate in fun events to help build your career while enjoying a work-life balance
• Leaders who support your development through coaching and learning opportunities
• Work in a dynamic, collaborative, progressive and highly performing team
• Ability to make a difference and lasting impact

Responsibilities of the Entry Level Finance Assistant

• Communicate with clients to learn about their banking/financial/debt needs and help them achieve their goals.
• Work with clients to resolve accounts where debt collection efforts have been escalated by lenders or banking institutions.
• Proactively take ownership of, resolve, and prevent further client debt problems.
• Meet with clients to understand their priorities, advise them on financial and debt management solutions, and provide a forward‑looking financial & banking plan.
• Use your knowledge of banking, finance, debt management, debt settlement, cash management, credit, investment and wealth protection to help clients meet their goals.
• Gather and submit documentation for approval and payment of accounts.

Qualifications

What we’re looking for in an Entry Level Finance Assistant:

• Passionate commitment to helping our customers.
• Resourceful self‑starter with courage and confidence to approach customers.
• Basic knowledge of specialized sales and business banking solutions.
• Digitally‑savvy and able to identify financial alternatives for our customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.

Additional Information

All your information will be kept confidential according to EEO guidelines.