SGS Technologie ยท 1 day ago
Financial Analyst
St. Petersburg, FL
Contract
Hybrid
Entry Level
2+ years expSGS Technologie is looking for a Decedent Solutions Associate for their Financial Client. The role involves processing financial transactions, responding to inquiries, and maintaining records while adhering to quality standards and regulatory codes.
AnalyticsAppsDigital MarketingInternetSEOSoftwareWeb AppsWeb DesignWeb DevelopmentWeb Hosting
Hiring Manager
Fathima Nuzha
Responsibilities
Processes financial transactions accurately
Answers and responds to email inquiries
Assist with requests for information, referring more complex matters to colleagues
Carry out standard customer service activities and handle simple customer inquiries
Maintain files and records
Organize own work schedule each day in line with changing priorities
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching
Processes forms and performs basic distributions and internal transfers
Interprets rules and regulations by applying Decedent Solutions knowledge
Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
Maintains knowledge of rules and regulations by utilizing internal and external resources, as well as continuous training
Communicates, researches and resolves issues with other internal departments
Qualification
Required
Processes financial transactions accurately
Answers and responds to email inquiries
Assist with requests for information, referring more complex matters to colleagues
Carry out standard customer service activities and handle simple customer inquiries
Maintain files and records
Organize own work schedule each day in line with changing priorities
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching
Processes forms and performs basic distributions and internal transfers
Interprets rules and regulations by applying Decedent Solutions knowledge
Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
Maintains knowledge of rules and regulations by utilizing internal and external resources, as well as continuous training
Communicates, researches and resolves issues with other internal departments
Knowledge of general office practices and procedures
Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Strong data entry skills with a high attention to detail
Professional demeanor
Problem solving and analytical skills sufficient to assess client issues and accurately provide resolutions
Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations
Acquire and maintain new knowledge in an ever changing regulatory environment
Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies
Supports business processes by effective use of standard office equipment and standard software packages
Plan, organize, prioritize and oversee activities to efficiently meet business objectives
Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences
Meet high customer service standards
Understand and effectively operate all customer management systems
Perform elementary data analysis for use in reports to help guide decision making
Select, deploy and get the best results from the most appropriate office system
Quick learner / ability to learn and apply different processes simultaneously
Ability to navigate through several different systems at once, using dual monitors
Proven reliability - zero to minimal issues with attendance or tardiness with current or previous employers
Preferred
At least 2 years of RECENT experience within the financial services
Someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience
Company
SGS Technologie
SGS Technologies is a web design and development company that offers a range of web development and optimization services to its clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arun Venkatesan
CEO
Karthikeyan Lakshmanan, CSM
Client Partner
Recent News
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