Top 1 Finance assistant Jobs in Spencer, Ia

Receptionist/Universal Banker
Community State Bank —Spencer, IA
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
- Health savings account
- Health insurance
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14d

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Receptionist/Universal Banker
Community State Bank —Spencer, IA
Assist with clerical duties including filing, proofreading documents, and preparing correspondence using Microsoft Office Word and other productivity tools.
Quick Apply
14d

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Assistant Manager, Financial Administration - Retail Alternatives
Ultimus Fund Solutions —Columbus, OH
Bachelor’s degree in accounting, finance, economics, business, or related field. This role also supports the preparation, coordination, and filing of SEC…
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Administrative Assistant - Finance and Administrative Services
Ohio History Connection —Columbus, OH
Benefits: Medical, dental, vision, Life/Disability, retirement savings options and state pension, paid vacation and sick time, paid holidays, free museum…
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8d

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Receptionist/Universal Banker

Community State Bank
Spencer, IA

Quick Apply

Job Details

Full-time
14 days ago

Benefits

Health savings account
Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching

Qualifications

Computer operation
Google Workspace
Confidential information handling
Phone communication
Handling large sums of money
Computer literacy
Spreadsheets
Word embeddings
Administrative experience
Telephone systems
Multi-line phone systems
Clerical experience
Productivity software
Editing
File organization
Customer data entry

Full Job Description

Job Overview

We are seeking a dynamic and friendly Receptionist to be the welcoming face of our organization. This vital role involves managing front desk operations, providing exceptional customer service, and ensuring smooth administrative workflows along with assisting customers with financial transactions. The ideal candidate will demonstrate excellent communication skills, technical proficiency, and organizational abilities to support daily office functions and enhance client interactions. Join us in creating a positive, professional environment where your organizational talents can shine!

Duties

Greet visitors and clients warmly, ensuring a positive first impression for everyone entering the bank
Answer multi-line phone systems promptly and professionally, directing calls efficiently to appropriate departments or personnel
Assist with clerical duties including filing, proofreading documents, and preparing correspondence using Microsoft Office Word and other productivity tools
Support office management activities by organizing supplies, maintaining filing systems, and overseeing general administrative tasks
Provide customer support by addressing inquiries via phone or email, ensuring clear communication and excellent service standards
Conduct cash handling transactions including deposits, withdrawals, and payments with accuracy.
Engage in financial sales activities to promote banking products and services tailored to customer needs.
Implement fraud prevention measures to protect both the bank and its customers.
Maintain accurate records of transactions and customer interactions using financial software.
Build and nurture relationships with clients through effective relationship management strategies.
Utilize your skills in basic math to ensure precise transaction processing.

Qualifications

Proven experience in office administration or front desk roles with strong clerical skills
Proficiency in Microsoft Office Suite (Word, Excel), Google Workspace, spreadsheets, and data entry software like QuickBooks
Excellent phone etiquette with experience operating multi-line phone systems and providing customer service
Bilingual abilities are highly desirable to effectively communicate with diverse clients and team members
Strong organizational skills with the ability to multitask efficiently in a fast-paced environment
Demonstrated computer literacy, including familiarity with productivity software, typing speed, proofreading, and file management
Ability to handle sensitive information discreetly while maintaining high levels of professionalism
Strong ability to manage cash effectively and accurately.
Excellent communication skills to engage with customers confidently.

Preferred qualifications

Experience in financial services or banking roles.
Proficiency in customer relationship management tools.

Our benefits include:

Comprehensive health coverage options
Opportunities for professional development
Support for work-life balance initiatives
A vibrant workplace culture that values teamwork and innovation

Join our team to be an essential part of a vibrant workplace where your organizational skills make a real difference! We value energetic individuals who are eager to contribute to a welcoming environment while leveraging their technical expertise. All positions are paid roles committed to fostering a supportive and engaging work atmosphere.

Benefits:

401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Work Location: In person

Quick Apply

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finance assistant jobs in spencer, ia

Receptionist/Universal Banker

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