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Financial Service Specialist: ESOP Innovation
Job in
City of Poughkeepsie, Poughkeepsie, Dutchess County, New York, 12601, USA
Listed on 2026-01-03
Listing for:
Marshall and Sterling Inc
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Location: City of Poughkeepsie
A 100% employee-owned financial services firm in Poughkeepsie seeks a Financial Service Specialist to provide administrative and financial support. This role involves tasks like supply ordering, transmitting daily files to the bank, and leading the monthly close process. Ideal candidates should have strong communication skills, experience with AI tools, and a high degree of organization. The compensation package includes a salary of $47,500 to $52,500 along with a comprehensive benefits package and opportunities for long-term wealth building through an Employee Stock Ownership Program.
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