What are the responsibilities and job description for the Reporting Coordinator position at Phyton Talent Advisors?
Our client a well known Financial Services Firm is seeking a Reporting Coordinator in their St Petersburg, Florida Location!
Qualifications:
- Process and manage daily operational reports with strict deadlines.
- Handle confidential and sensitive information with discretion and accuracy.
- Provide phone support for clients and financial advisors (approximately half the workday).
- Deliver a service-first experience in all client interactions.
- Collaborate effectively with team members in both virtual and in-person meetings.
- Participate actively in team discussions, training, and feedback sessions.
- Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level.
- Pull pre-exam documents for examiners
- Monitor PCG Examiners Inbox and reply to requests from branches, internal audit, and other various departments Monitor ESS Inbox to document fees & fines submitted by examiners Archive exam documents in Service Center Portal Back-up assistance provided for phones when examiners are unavailable to take the calls
Skills:
- Proven experience in a client service or operations support role.
- Strong proficiency in Microsoft Office, especially Excel and Outlook.
- Excellent verbal and written communication skills.
- Ability to make quick, informed decisions under pressure.
- Professional, pleasant demeanor with a focus on client satisfaction.
- Comfortable working with high-net-worth individuals and financial professionals.
- Ability to maintain confidentiality and handle sensitive data responsibly.
- Willingness to fully engage in team meetings, both virtual and in-person.
Salary : $20 - $23