Revolution Technologies ยท 1 day ago
Financial Services Associate
St. Petersburg, FL
Full-time
Hybrid
Entry Level
$23/hr - $23/hr
2+ years expRevolution Technologies is seeking a Financial Services Associate to join their team. The role involves processing financial transactions, responding to inquiries, and maintaining records while adhering to regulatory standards.
DeliveryHuman ResourcesInformation Technology
Hiring Manager
Marina Besecky
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
Strong data entry skills with a high attention to detail
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 a dual monitors
Proven reliability - zero to minimal issues with attendance or tardiness
Preferred
At least 2 years of RECENT experience within the financial services, OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred
Benefits
Laptop provided
Company
Revolution Technologies
Revolution Technologies is a staffing and recruiting company that offers contract staff augmentation and permanent staffing solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Ted Parker
Founder & Chief Executive Officer
Miles Toshie
Executive Vice President/Partner
Recent News
EIN Presswire
2025-12-17
Company data provided by crunchbase