Team Member

GetJobSmart; Sacramento (CA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

Vertex National Solutions in Sacramento, CA is seeking a Team Member for a full-time role. The position offers a salary range of $40,000 to $54,717 per year and provides health insurance, retirement plan, and paid time off.

You will perform data entry, customer service, and administrative support while contributing to client satisfaction. Successful candidates will have a high school diploma or equivalent, strong communication, attention to detail, and the ability to work well in a team.

Qualifications

• High school diploma or equivalent.
• Previous experience in customer service or administrative role is a plus.
• Strong communication and interpersonal skills.
• Attention to detail and organizational skills.
• Ability to work well in a team environment.
• Basic knowledge of financial services and processes is preferred.

Responsibilities

• Assist in the provision of financial services and solutions to our clients.
• Collaborate with team members to ensure timely and accurate delivery of services.
• Maintain and update client records and documentation.
• Participate in training sessions and workshops to enhance your skills and knowledge.
• Assist in the preparation and presentation of financial reports and analyses.
• Support the team in achieving our quality and service standards.

Skills

Data entry

Customer service

Administrative support

Teamwork

Education

High school diploma

Job description

Vertex National Solutions, a leading financial services company, seeks a Team Member to join our team in Sacramento, CA. This full-time role offers a salary range of $40,000 to $54,717. Your work will directly contribute to our clients' success.

As a Team Member, you will assist in various tasks, including data entry, customer service, and administrative support. You will also collaborate with team members to ensure smooth operations and provide excellent service to clients.

You will work in a collaborative environment with a team of professionals in our Sacramento, CA office. Our workplace culture emphasizes teamwork, innovation, and client satisfaction.

The salary for this position ranges from $40,000 to $54,717 per year, providing a competitive base pay that can vary depending on experience and location. Benefits may include comprehensive health insurance plans that cover medical, dental, and vision care, as well as a retirement savings plan with employer contributions. Employees may also be eligible for paid time off, including vacation days, sick leave, and holidays, allowing for a balanced work-life schedule.

To be successful in this role, you should have strong communication skills, attention to detail, and the ability to work well in a team. Previous experience in a similar role is preferred.

What you will do:

• Assist in the provision of financial services and solutions to our clients.
• Collaborate with team members to ensure timely and accurate delivery of services.
• Maintain and update client records and documentation.
• Participate in training sessions and workshops to enhance your skills and knowledge.
• Assist in the preparation and presentation of financial reports and analyses.
• Support the team in achieving our quality and service standards.

What we need:

• High school diploma or equivalent.
• Previous experience in a customer service or administrative role is a plus.
• Strong communication and interpersonal skills.
• Attention to detail and organizational skills.
• Ability to work well in a team environment.
• Basic knowledge of financial services and processes is preferred.