Decedent Solutions Associate

Base pay range

$22.00/hr - $23.00/hr

Decedent Solutions Associate

6 months contract

Saint Petersburg, FL-33716

The worker can choose either 8:00am-5:00pm or 9am-6pm

Interviews will be conducted in person – St. Petersburg, FL

Hybrid role – Onsite 3 days per week in St. Petersburg, FL 33716

Laptop provided

Opportunity for extension or conversion based on attendance/performance

The candidates submitted should not have any upcoming need for time off for the first few months of their assignment due to training.

• 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.

• General office practices and procedures.
• Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets.

• 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.
• 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

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