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Personal Financial Management Assistant

ASK Staffing, Inc.

This is a Contract position in Tarrytown, NY posted December 13, 2020.

Job DescriptionJob Title:              Personal Financial Management AssistantLocation:              Tarrytown, New York, US – 10591Job Type:              ContractDuration:              3 MonthsAbout Our Client: Our client is currently one of the largest banks in the Northeast, with branches spanning from Chicago to Vermont.  The bank is one of the leading provider of loans and mortgages to individuals and business in the markets they serve.  With over 1,500 branches within their network, our client has been a trusted name in banking since the 1800’s and currently has over $130 billion in holdings.  Job Description:The department handles all personal bill paying and concierge services to high net worth and/or ultra-high net worth clients.The Assistant is responsible for handling confidential and time sensitive material.Must have the ability to handle prioritizing work load; and multi-tasking in a fast paced work environment.Responsibilities :Review daily alerts and forward to the appropriate advisor.Review incoming mail and place in appropriate client folder.Verification of all invoices received for each client.Prepare each client for bill pay services by downloading invoices.Dropping all completed documents, and folders into our retention software SAFE.Contact vendors directly for questions or billing disputes.Take direction from Advisors for assistance in problem solving.Manage Outlook calendar for payment schedules Download client credit card activity in QuickBooks.Requirements:Must possess and display excellent organizational and communication skills.Ability to convey information and keep Advisors informed in a focused and concise manner.Need to have the ability to multi-task and handle competing priorities.Strong attention to detail.Heavy follow-up and monitoring of time sensitive issues.Solid math skills, Excel, Outlook and QuickBooks. On-line banking experience preferred.The ability to work with minimal supervision as well as a team player.Experience:Duties will be scanning bills, emailing clients, verifying invoices, working in QuickBooks & Excel & Outlook.2 years of Accounts Payable/Bookkeeping experience required.About ASK: ASK Staffing is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Staffing connects people with amazing opportunitiesReach Out To A RecruiterRecruiter:             Holly,  FreyaEmail:         ;  freyam@askstaffing.comPhone:                  678-899-6041;   678-890-5131

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