Job Details
Qualifications
- Communication skills
- Financial services
- Microsoft Excel
- Office experience
- Typing
Benefits
- Dental insurance
- Employee assistance program
- Employee discount
- Health insurance
- Health savings account
Job Description
EFS Advisors in Cambridge, MN, seeks to add an additional full-time application processor to our busy financial services office. This position is responsible for processing various detailed paperwork for our clients, entering information into our CRM system, and responding to email or phone inquiries related to submitted paperwork. Some special projects and/or other support tasks ( e.g. helping with mailings or database clean-up) may occasionally be included in the position as well. This position also helps to relieve the front desk receptionsit for a 30-minute lunch break one (1) day a week.
Responsibilities for this position include but are not limited to:
- Daily processing of applications and other paperwork using our internal workflow system
- Accurately adding and updating information into our CRM system
- Recording transaction information for company production data
- Responding to questions by phone or email
- Problem-solving issues that arise with incomplete paperwork
- Work with other members of the processing team to meet service levels and suggest process improvements
- Lunch relief for front desk receptionist 1 day a week, more to cover vacation or sick days
- Daily use of Microsoft Office applications such as Excel and Outlook
Skill Qualifications:
- Excellent attention to detail
- Ability to follow detailed instructions
- Above-average typing skills (speed and accuracy)
- Ability to work well on a team to meet common goals
- Good written and verbal communication skills
- Ability to learn new skills and be flexible to changing processes
Required Experience:
Minimum of one year in an office/administration position
Average or above knowledge of Microsoft Office programs, especially Excel
Previous work in or knowledge of the financial services industry is highly desired, but not required
Benefits include: Dental Insurance, Health Insurance, Paid holidays, PTO, a casual work environment, and 401(k) retirement savings plan with an employer match. Other voluntary health and insurance coverages and discounts are available as well. Casual dress work environment.
Job Type: Full-time, Monday - Friday 8:00 AM - 4:00 PM (includes a daily 30-minute paid lunch break)
Rate of Pay - $17 per hour
Job Type: Full-time
Pay: $17.00 - $18.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
Application Question(s):
- Do you have a working knowledge of Microsoft Office programs, particularly Excel?
Experience:
- Office: 1 year (Preferred)
Work Location: In person