Clerical Support Clerk jobs in United States
cer-icon
Apply on Employer Site
company-logo

PLS Financial Services, Inc. · 21 hours ago

Clerical Support Clerk

PLS Financial Services, Inc. is a leading retail provider of financial services, focused on customer convenience and affordability. The Clerical Support Clerk is responsible for ensuring timely and accurate processing of data entry and support requests, maintaining databases, and adhering to established guidelines and regulations.

Financial ServicesInsurance

Responsibilities

Ensure all transactions are completed in accordance with federal, state and local regulations
Follow company policies and procedures
Follow customer privacy protection policies
Use multiple computer applications to access information and process transactions
Operate office equipment, such as photocopiers and scanners, facsimile machines, voice mail systems and personal computers
Review files, records, and databases to obtain information to complete tasks
Type, format, proofread and edit correspondence and other documents
Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer
Check source for accuracy and verify data when needed
Research and obtain further information for incomplete request
Enter data from source into designated computer application, database or files
Perform day-to-day activities that ensure effective account management of assigned accounts
Perform reconciliations for assigned accounts to maintain accuracy
Work with customers in a proactive manner to resolve discrepancies
Maintain a safe, organized, and clean environment
Perform other duties as instructed by management

Qualification

Data entryMicrosoft Office proficiencyCustomer service experienceResearchResolutionPlanningOrganizingBilingual (English/Spanish)Communication skillsInterpersonal skillsProblem solvingDecision makingAttention to detailTeamwork

Required

A High School diploma is required
Research and resolution management
Planning and organizing
Problem solving
Decision making skills
Strong written/verbal communication skills
Good interpersonal skills working with internal and external customers
The ability to work independently as well as part of a team
Exceptional attention to detail and ability to multi-task
Proficiency with Microsoft Office products
Professional appearance and demeanor
Able to work flexible hours
Must be able to sit and/or stand for long periods of time
Ability to lift 15 lbs

Preferred

Previous payment posting experience is preferred
Previous customer service experience is preferred
English/Spanish speaking is a plus

Benefits

Medical/dental/vision
401(k)
Vacation
Opportunities for advancement
Ongoing training

Company

PLS Financial Services, Inc.

company-logo
PLS is one of the largest and most recognized brands in the financial services industry.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Brandi Koltun, CPA
Senior Vice President, Chief Financial Officer
linkedin
Company data provided by crunchbase