Job Summary 

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St Petersburg, FL; Memphis, TN; or Southfield, MI.

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:

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.
• 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.
• Strong data entry skills with a high attention to detail. **Please administer an alpha-numeric data entry assessment to all candidates. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role. Please include the scores on top of the candidate's resume.**
• 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.
• Minimum of high school diploma

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