Essential Duties and 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.

Knowledge, Skills, and Abilities:

• Minimum of high school diploma
• 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.

Knowledge of:

• General office practices and procedures.
• Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets. 

Skills:

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Strong data entry skills with a high attention to detail.
• Professional demeanor
• Problem solving and analytical skills sufficient to assess client issues and accurately provide resolutions.
• 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 with current or previous employers. Please ensure screen this out with candidate references.

This is the pay range that Magnit reasonably expects to pay for this position: $17.25/hour - $23.00/hour

Benefits: Medical, Dental, Vision, 401K