Job Order Detail

Description

Join our client, a leader in financial services, as they continue to grow and add another employee to their team!  

In the role of Administrative Assistant (Financial) you will provide exceptional customer service to account holders in a variety of areas.

Duties will include:
- Data entry of account information
- Taking inbound calls and answering account inquiries in an efficient and professional manner.
- Making outbound calls when needed to investigate various issues and find solutions.
- Process account payments on time and efficiently.
- Collaborate with a team to continually review processes and work toward improvements.
- Connect with a variety of institutions and individuals on a daily basis to resolve account issues.

The ideal candidate will bring:
- Impeccable phone skills and professionalism in every situation.
- Desire and an ability to problem solve and provide a solution.
- A customer satisfaction focus and positive attitude.
- A penchant for numbers and details.
- Strong and proven experience (2+ years) working with mortgages, taxes and a variety of account transactions.