Financial Services Representative

Revolution Technologies; Saint Petersburg (FL); On-site; USD 27,552 - 41,328; Full time

Job summary

Revolution Technologies is looking for a temporary administrative support specialist in St. Petersburg, FL, providing essential support to the Banking Trust Operations team. This role involves scanning documents, maintaining reports with Excel, and performing various back office tasks.

Candidates should have 1-3 years of experience, strong attention to detail, and proficiency with basic Excel and MS Office. The position is on-site 5 days a week, with a contract duration of 6+ months.

Qualifications

• 1-3 years of recent experience in data entry, account maintenance, and check handling.
• Accurate data entry skills with a minimum score of 85% accuracy on data entry test.
• Strong attention to detail.

Responsibilities

• Scan and upload transaction documents into proprietary database.
• Create and maintain reports using Microsoft Excel.
• Perform back office and middle office processing tasks including check handling.

Job description

Location: St. Petersburg, FL -- on-site 5 days/week

Contract: 6+ months (temporary opportunity with possibility of extension based on attendance/performance and opportunity for conversion based on availability of an FTE opening)

Rate: $24.00/hr. W-2

Job Summary

This person will be providing basic administrative support to Banking Trust Operations team.

Job Duties

• Responsible for scanning and uploading transaction documents into proprietary database
• Create and maintain reports using Microsoft Excel
• Operational tasks for back office and middle office processing – posting checks, printing checks, creating workflow items, mail sorting and indexing

Work Schedule

• 8am-5pm or 8:30am-5:30pm, Monday through Friday

Skills

Must Haves

• 1-3 years of recent experience in a role that involved data entry, account maintenance, check handling and ideally client-specific information
• Accurate data entry skills – Please have all candidates complete a Data Entry Test. The data entry test should measure the candidate's speed and accuracy. In order to be submitted, the candidate must score at least 85% accuracy with a speed of at least 6000 KPH. Scores must be included on the resume.
• Strong attention to detail
• Basic to intermediate Excel skills (must be able to create a basic spreadsheet, add / remove columns and rows, data entry)
• Basic to intermediate skills with MS Office products (Outlook, Word, in addition to Excel)
• Clear and professional written and verbal communication skills

Education

High School Diploma or equivalent, Bachelor's Degree is a plus