Fee-Based Associate
Rate: $22.50/hour
Remote opportunity for candidates local to St. Petersburg/Tampa, FL area.
Contract: 3.5 months -- **Strong chance for extension or possibility to convert to FTE based on attendance and performance.
If converted to FTE, the candidates will work a hybrid schedule in office Tuesdays and Wednesdays each week.
**This is not a call center type of role--phone work is not required.
**Must be able to work in a fast-paced processing role with minimal errors (average 35-50 accounts per day or 80-100 tax loss forms per day)
Job Summary:
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures.
Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts.
Job Duties:
Performs a variety of operational procedures within the department, which may include new fee-based agreement processing.
Answers questions regarding fee-based accounts.
Researches and provides resolution on advanced and more complex business issues.
Serves as a back-up in cross-functional responsibilities during absences.
Assists in special projects.
Maintains a variety of data files and records.
Prepares letter, memos, and various documents.
Monitors incoming mail and documents.
Performs other duties and responsibilities as assigned.
Skills:
At least 1-2 years of recent client services / customer service experience; manager is also very open to new graduates
Ability to follow workflows / processes
Basic math skills
Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times
Attention to detail
Proficient with Microsoft Office products (Word, Outlook, basic Excel)
Financial services industry experience is a plus, but not required
Education: Minimum of a High School Diploma/GED