What are the responsibilities and job description for the Finance Administrative Assistant position at Alliance Member Servic?
Summary
Reporting to the Accounts Receivable Team Lead, the Finance Administrative Assistant is responsible for providing administrative and clerical support to the Finance department at Alliance Member Services. Specific job details and time allotments spent on various Finance tasks are subject to change at the discretion of the Accounts Receivable Team Lead but will include duties such as:
Finance Administrative Assistant Duties and Responsibilities
- Review of past due accounts in Finance software program
- Send payment courtesy communications to all delinquent accounts as set forth by AR Team Lead
- Assist with collection communications including making calls and sending collection letters
- Forward pertinent information to appropriate Accounts Receivable Accountants
- Contact members or brokers with regards to returned mail
- Coordinate Address updates with the Underwriting department
- Update member contact information
- Web-enable members as needed
- Preparation of the daily deposit
- Distribution of incoming Finance Mail
- Prepare member billing statements for mailing
- Stuff statements
- Bi-monthly Dividends
- Assist with or direct calls from the finance billing phone extension
- Maintain assigned voicemail inboxes and lockbox documents download folder
- Assist Finance Department with mailing projects as needed
- Perform additional general administrative department tasks and projects as assigned
Required Skills
- Must be detail-oriented, demonstrate excellent verbal and written communication, and conduct precise proofreading
- Strong organization skills and customer service mindset are necessary
- Must possess and maintain strong customer service skills, both internally and externally
- Ability to interact on a professional level with all internal and external constituents including: AMS personnel, clients, vendors, insureds, and brokers.
- Proficient in Microsoft Word, Excel, and Outlook experience with Adobe Acrobat along with the aptitude to learn custom software
- Ability to type 45-50 words per minute
- Demonstrated success using general office data processing skills (i.e., data entry, mail merges, creating labels, bulk mailings, etc.)
- General office machine experience, familiarity with fax machines, copiers, printers, etc.
- Multi-line phone reception experience is helpful
- Must have a “hands-on, whatever it takes” approach to daily work
- Ability to deliver results in a fast-paced environment
- Demonstrated ability to independently manage multiple projects/tasks and to be able to prioritize with a high sense of urgency at times.
- Must have adequate hearing to perform job tasks
- Must have adequate vision (with corrective lenses if needed) to clearly view computer screen
- The duties of this job may require the employee to regularly bend, reach, or sit for up to 3 hours at a time.
- The employee may occasionally lift and move up to 10-20 pounds
Education
- High school graduate, some college strongly preferred
Experience
- One to three year related administrative and customer service experience required
- Finance or accounting background preferred but not required
- Experience working within the insurance industry or nonprofit a plus
