Financial Services Clerk

DUTIES:

Work requires a thorough working knowledge of general business and office procedures and of the specific business operations, organizations,

policies, and procedures, files and workflow of the Financial Services Division.

• Work requires a working knowledge of Excel, Microsoft Word and Access, or

substantially similar software packages.

• Work requires a working knowledge of securities, investment and

insurance terminology.

• Screen telephone and personal callers, and direct the caller to the

appropriate person.

• Greet clients and handle their routine requests.

• Must be able to distinguish priorities and work independently.

• Responsible for clerical tasks such as maintaining follow-up of

files, assembling materials for reports, memorandum, letters and

composing letters and emails from general instructions.

• Prepare monthly Financial Services’ report.

• Process all commission checks according to audit procedures and

compile and process commission statements for FS reps and all

employees who have earned referral incentives and commissions.

• Prepare materials for administrative and client meetings.

• Must be able to coordinate Financial Services’ workshops.

• Answer requests requiring a detailed knowledge of office procedures

or collection of information from files or other offices.

• Assist Office Manager with special projects as requested.

• Assist Financial Services Sales Professionals as requested.

• Perform all other related duties as assigned.