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Job Candidates

Financial Administrative Assistant

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Location
Cedar Falls, IA
Salary
$30,000 - $35,000
Job Type
Direct Hire
Degree
Bachelor
Date
Apr 24, 2018
Job ID
2592063
Our client is seeking a Financial Administrative Assistant for their Cedar Falls, IA office. The Financial Administrative Assistant provides an important function in ensuring the Back Office operations run smoothly and efficiently in addition to providing support and assist to the on-going daily business tasks of the company.
 
Must Have:
  • Bachelor’s degree required.  
  • High level proficiency in Microsoft Office computer applications with emphasis on Excel.
  • Strong attention to detail and accuracy.
  • Ability to communicate clearly and effectively
  • Ability to work as part of a team
 
Key Responsibilities:
  • The Financial Administrative Assistant demonstrates high level proficiency in the use of Microsoft Office applications; ability to operate general office equipment.
  • Creates electronic prep folders as directed; provides completed prep packet to assigned Paraplanner.
  • Prepares client meeting documents for all prospect PMM meetings.   
  • Prepares weekly report for Upcoming Appointment meeting.   
  • Performs on-going file maintenance, including scanning and posting client documents to Online File Manager (OFM).
  • Reviews applications for completion; obtains signatures if necessary; scans and e-files applications; updates Application Tracker.
  • Processes initial data from prospects; scans, files and alerts the Operations Manager of all data received and processed.