Financial Services Specialist

Overview

We are looking for a dynamic Financial Service Specialist to join our team. In this role, you will provide essential administrative and financial support, ensuring smooth operations and contributing to the success of your team.

Responsibilities include general administrative duties and supporting financial processes to keep operations running efficiently.

• Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks.
• Transmit daily positive pay files to the bank and track daily balances in the operating account.
• Leverage AI tools and technology confidently as part of your daily workflow, embracing innovation to work smarter and support the team more effectively.
• Support Senior Financial Service Specialist to ensure team success.
• Lead the monthly close process for our downstate offices and support the preparation of reports that keep our financial picture clear.
• Ensure accuracy and clarity by reconciling bank statements and applying customer payments — your attention to detail helps keep our operations running smoothly.
• Identify billing issues and coordinate with branches to resolve discrepancies and track missing DBL commissions.

• College degree preferred, high school diploma or equivalent required.
• Proficiency in AI tools and experience using systems such as Image Right, Outlook, and other related platforms to enhance efficiency and streamline processes.
• Proficiency in Microsoft Office; experience with Vertafore is a plus.
• Strong interpersonal skills with the ability to work effectively with colleagues.
• Excellent verbal and written communication skills.
• Highly organized with strong attention to detail.

Compensation: $47,500-$52,500, based on experience and education.

Benefits:
Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more.

As a 100% Employee-owned Company, Marshall+Sterling offers the opportunity to build long-term wealth while growing your career.

• Long-Term Rewards:
  The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.
• Collaborative & Engaged Culture:
  Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.
• No Out-of-Pocket Costs:
  Our ESOP is entirely company-funded, meaning you gain equity without any personal investment.

Location:

Poughkeepsie, NY

Employment type:

Full-time

Job function:
Finance

Industries:
Insurance

$47,500-$52,500 per year, based on experience and education.

Referrals increase your chances of interviewing at Marshall+Sterling. This description reflects the current posting as of the time it was provided.