Job Description
The Funding Administrative Assistant is responsible for keeping the flow of incoming documents organized, coded, and distributed within designated timeframes. They are responsible for handling assigned administrative tasks and handling documents for purchased accounts.
Essential Functions
Retrieve, open, and sort mail (USPS, UPS, Fed Ex, Priority)
Complete Fund-by-fax process when received via mail
Follow up on outstanding Fund-by-fax missing originals bi-weekly (Power only)
Print and check in all faxed and emailed documents
Flag emails as necessary in department email queues for appropriate follow up
Print and check in all e-signature documents from Docu-sign, including entering envelope ID’s and customer emails into applications (HIMP only)
Prep purchased accounts for scanning and filing
Perform double check of ACH accounts via reporting
Required Education and Experience
High School Diploma or GED equivalent required
2 years of Clerical experience, or related work experience, required
Financial industry experience preferred
Attention to detail and accuracy required
Excellent verbal and written communication skills required
Proficient in the utilization of Microsoft Office Suite
Ability to thrive in a fast paced work environment
Physical Demands
While performing the duties of this job, the employee is frequently required to sit, stand, walk, visualize, talk, hear, and handle or touch objects or controls. The employee may occasionally lift, push, or pull up to 20 pounds.
This position is an office-based position where you must be able to sit for long periods of time. The employee will be working on a computer 90% of the time.