The Account Maintenance Associate is a full-time, temp to hire opportunity. Some of the duties of the Account Maintenance Associate are as follows:



- Enters and updates client account information timely and accurately utilizing knowledge of various computer software packages.

- May maintain and respond to the Account Maintenance and the Electronic Order Entry (EOE) support group-s email and voice mail boxes.

- Ensures Commissions missing account reports are completed timely and accurately.

- Enters receivables into database.

- Clarifies account discrepancies with Reps and/or Fund Companies.

- Ensures documents are imaged within the expected time.

- Ensures strict confidentiality of client, firm and employee records.

- Other duties as assigned.


 

Requirements

Skills & Qualifications:

- High School diploma or equivalent.

- 0-1 years experience

- Good PC skills (MS Word, Excel, Outlook and other applications).

- Good data entry skills with attention to detail

- Ability to maintain confidentiality of records information.

Svitlana Kovalenko

Professional Recruiter

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