CNB Custody ยท 7 hours ago
Account Administration Specialist
Seneca Office - Seneca, KS 66538
Full-time
Onsite
Entry Level
1+ years expCNB Custody is a financial services company seeking an Account Administration Specialist. The role involves assisting customers, processing account changes, and managing daily mail and delivery services.
BankingFinanceFinancial Services
Responsibilities
Maintains and conducts check back on account maintenance
Prepares and sends welcome letters to new account holders
Processes client name, address, beneficiary, and representative changes
Prepares cash handling reports
Answers client calls and addresses questions
Sends out letters for return mail and address changes received by various other resources
Travels to post office to obtain mail and also deliver mail as assigned
Opens and sorts mail
Answers incoming calls and transfer calls to the appropriate departments
Completes other duties as assigned
Qualification
Required
Excellent communication skills
Excellent administrative skills including record keeping, planning, and checking work
Excellent data entry skills
Ability to type, answer the phone, and use a ten-key
Knowledge of word processing and spreadsheet software
Knowledge of basic mathematics including fractions, decimals, and percentages
Ability to read and write
General knowledge of the financial/IRA industry
Preferred
One to three years of customer service experience preferred
Company
CNB Custody
CNB Custody is a financial firm that offers investment into precious metals, real estate, cryptocurrency IRAs, and asset acceptance.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase