30 days old
2018-04-252018-05-25

Back Office Assistant

Company Confidential
Virginia Beach, Virginia 23452
  • Job Type
    Employee
  • Job Status
    Full Time

Financial services company in Virginia Beach seeking a Back Office Assistant to join our team. 

Job responsibilities include: 

Verifying account transactions are processed correctly.

Working with management to ensure processes meet compliance guidelines.

Maintaining spreadsheets to track a multitude of activity.

Scanning client documents into secured system.

Maintaining client database and inputting commission data.

Communicating with internal and external representatives regarding account details.

Supervision and processing of incoming and outgoing mail.

Producing reports accurately and in a timely fashion. 

Benefits: Position, after a 90-day probation and review period, includes the following: health, dental, life & disability insurance, paid leave; participation in Simple IRA and section 125 plan.

Requirements

The ideal candidate will have great attention to detail, prior experience in banking or accounting, and Microsoft Office proficiency. Must take Series 6 securities licensing exam within 90 days.

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Back Office Assistant

Company Confidential
Virginia Beach, Virginia 23452

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Back Office Assistant

Company Confidential
Virginia Beach, Virginia

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