Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors
Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs
Perform other duties as assigned
QUALIFICATIONS
1-3 years of experience in a service-oriented or sales assistant role
Experience in Accounting, Finance, or Administration is preferred
Bachelor’s degree in Finance or related field preferred, not required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
Proficient in Microsoft Office Suite
CORE VALUES
Our core values are our foundation and the guiding principles we embody to support Equity’s mission. Together, our values spell EPIC — because that’s what we strive to be for our clients and stakeholders every day.
Excellence – Our standard
Passion – In everything we do
Integrity – Without compromise
Collaboration – Stronger together
We are looking for team members who embody these values in their daily work and interactions.
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
