Financial Services Administrator jobs in United States
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Renewal by Andersen Metro & Midwest · 3 hours ago

Financial Services Administrator

Renewal by Andersen is the custom division of Andersen Windows, known for its exclusive window and door systems. They are seeking a motivated Financial Services Administrator to join their financial services team, responsible for data entry, processing payments, and managing customer invoices within a team environment.

Construction

Responsibilities

Enter customer invoices in the accounting system
Process payments from clients and post in the CRM system
Process customer refunds and post in the CRM system
Run reports in CRM system, update daily Excel schedules
Other similar tasks as assigned

Qualification

Excel proficiencyCRM familiarityDynamics 365 Business CentralData entry accuracyFollow instructionsAttention to detailIndependent work

Required

Excel proficiency, including basic formulas
Ability to follow instructions and work independently
Ability to enter data proficiently and accurately with attention to detail
High school or equivalent, accounting degree is not required

Preferred

Familiarity with CRM, especially Salesforce
Knowledge of Dynamics 365 Business Central

Benefits

Full insurance package, including medical, dental, vision, and life insurance
401(K) with company match percentage
PTO and floating holidays
Student loan repayment program
Employee perks discount program

Company

Renewal by Andersen Metro & Midwest

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Be a Difference Maker. Be Renewal. Be You.

Funding

Current Stage
Late Stage

Leadership Team

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Chris Madden
Talent Acquisition Partner
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Drake Ashley
Talent Acquisition Partner
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Company data provided by crunchbase