Marshall+Sterling · 3 months ago
Financial Services Specialist
Poughkeepsie, NY
Full-time
Onsite
New Grad, Entry Level
$48K/yr - $52K/yrMarshall+Sterling is a 100% employee-owned company dedicated to empowering clients to manage risk effectively. They are seeking a dynamic Financial Services Specialist to provide essential administrative and financial support, ensuring smooth operations and contributing to team success.
Financial ServicesInsurance
Responsibilities
Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks
Transmit daily positive pay files to the bank and track daily balances in the operating account
Leverage AI tools and technology confidently as part of your daily workflow, embracing innovation to work smarter and support the team more effectively
Support Senior Financial Service Specialist to ensure team success
Lead the monthly close process for our downstate offices and support the preparation of reports that keep our financial picture clear
Ensure accuracy and clarity by reconciling bank statements and applying customer payments — your attention to detail helps keep our operations running smoothly
Identify billing issues and coordinate with branches to resolve discrepancies and track missing DBL commissions
Qualification
Required
High school diploma or equivalent required
Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes
Proficiency in Microsoft Office; experience with Vertafore is a plus
Strong interpersonal skills with the ability to work effectively with colleagues
Excellent verbal and written communication skills
Highly organized with strong attention to detail
Preferred
College degree preferred
Benefits
Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!
Employee Stock Ownership Program
Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.
Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.
No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
Company
Marshall+Sterling
Marshall+Sterling helps you protect what you’ve built, and what comes next—through a legacy of expertise, personalized risk solutions, and a dedicated team—securing you with the confidence to succeed.
Founded in 1864
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Diamond
President & CEO
Frank Smith, CPA, VP
Chief Financial Officer
Recent News
2025-05-08
Company data provided by crunchbase