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6 days ago
We are seeking a skilled Financial Services Specialist to join our team.
Job Summary:Maintaining financial accounts in accordance with industry and federal regulations is a key aspect of this role. You will be responsible for managing various financial instruments, including stocks and bonds, as well as establishing progressive savings plans.
About the Role:This position requires a proactive individual who is eager to learn and grow. As a Financial Services Specialist, you will support administrative and operational tasks, provide customer service, and manage correspondence.
- Responsibilities:
- Supporting the management of financial accounts and ensuring compliance with regulatory requirements.
- Providing exceptional customer service and responding to customer inquiries.
- Organizing and archiving financial documents and records.
- Assisting with projects and other business activities.
- Requirements:
- A willingness to learn and develop new skills.
- Excellent communication and organizational skills.
- Ability to work effectively as part of a team.
- Basic computer skills are preferred.
- Benefits:
- Transportation allowance.
- Meal allowance.
- Medical assistance.
- Opportunities for training and professional development.
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