Financial Services Associate — Hybrid Contract

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

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.