Financial Assistant

Full Time
Scotia, NY
Posted
Job description
Financial Assistant
Reports to:
Upstate Controller
Primary Function:

Provide a wide variety of administrative and financial duties and support for staff members in the department.

Major Responsibilities:
  • Bank deposits as needed
  • Print monthly commission statements from company websites
  • Track daily balance in operating account
  • Record direct bill commissions
  • Remit branch company statements and invoices
  • Remit operational expenses
  • Scanning
  • Process payments in upload accounts from various branches
  • Assist Financial Service Representative & Sr. Financial Service Representative as needed
  • Build and maintain a favorable and professional work relationship with other staff members
  • Maintain confidentiality in all aspects of client, staff and agency information
  • Perform other duties and projects as assigned
Qualifications:
  • College degree preferred, high school diploma or equivalent required
  • Experience and knowledge of Microsoft Office Programs
  • Demonstrated ability to communicate effectively
  • High level of organizational ability with attention to detail

Please submit your qualified resume to:
Marshall & Sterling Inc.
HR Department
110 Main Street
Poughkeepsie, NY 12601
or Email: recruitment@marshallsterling.com

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