1+ months

Financial Services Representative [Tallahassee, FL; $17+/h; Temp-to-Hire; Full-time; Starts ASAP]

Kelly Services
Tallahassee, FL 32305

We are immediately hiring for _Financial Services Representative_ in Tallahassee FL. Please review **JOB INFO** and if interested - submit your Resume. From there - I will contact you with next steps if the hiring manager requests you for interview.


Job Title: Financial Services Representative

Location: Woodcrest Office Park (off John Knox Rd. in Tallahassee, Florida)

Summary: Provide financial processing support for the Florida Prepaid College and 529 Savings Plan; process short-term financial transactions and regulate mortgage loan originations.

Pay: _*_ $17+/hr (depending on relevant skills and experience)

_*starting pay-rate; pay rate may be re-visited for good performance, and/or if selected for permanent position, after trial period thru Kelly Services._

Schedule: Monday Friday from 8a-5p (60min daily break)

Hire Type: _*_ Temp-to-Hire

_*position may be opportunity for direct/long-term employment, depending on employee performance during trial period. If offered direct/permanent employment after successful temp/trial period thru Kelly Services employment benefits will become available [including: 401(k) Dental insurance Health insurance Paid time off Life insurance]_

Job Duties/Responsibilities

Follow written procedures to accurately process financial transactions for the Florida Prepaid College Plan, including working exceptions, suspense, reapply payments, add/change ACH information, and add/change payroll contributions

Follow written procedures to accurately process financial correspondence including cancellations, school invoices, school transfer forms, refund requests, fee waiver requests, change of beneficiary/purchaser and plan/payment changes both accurately and timely

Initiate customer calls and emails and respond to inquiries accurately from both customers and other departments

Identify and report errors and inefficiencies which occur during processing

Adhere to all contractual requirements relating to processing of financial and written correspondence, payment processing, account maintenance

Use spreadsheets for recording payment histories, school invoice summaries, and refund summaries

Special projects and additional duties as assigned to ensure the daily and overall success of the company to meet our contractual requirements. This may involve assisting other departments as needed


*One or more years of previous accounting, customer service, or financial transaction experience (a relevant degree may be substituted for experience)

*Must be strong/proficient in Microsoft Excel

*Intermediate math skills

*Solid understanding of basic accounting principles

*10-key adding machine by touch, computer mouse and PC skills.

*Word processing, intermediate spreadsheet application skills

*Ability to understand and solve complicated financial transactions/reconciliations

*Analytical, customer service orientation, judgement, and initiative

*Excellent communication skills (both oral and written)

*Reliability & Professionalism are critical

*Strong aptitude for learning; trainable

*Ability to function in a production/work-driven environment.

*Strong computer skills

*Fast/accurate typing/data-entry skills

*Ability to multi-task

*Strong attention to detail

*Self-driven; able to complete tasks without direct supervision

*Ambitious & professional

_*Drug free workplace_

_*Criminal history may prevent eligibility_

Dress Code: Business casual; Jeans ok on Fridays (please bring a face-covering or mask, in case needed; may be helpful when not at desk)

Company Info:

This company is the nation's largest independent service provider with the longest standing history and commitment to the _529_ Industry (a _529 plan_ is a tax-advantaged investment vehicle in the US -designed to encourage saving for the future higher education expenses of a designated beneficiary). We were the first company to enter this business in 1988 and the only one that has sustained a long-term commitment to it since then - currently providing services for nine _529_ plans and to over one million account holders.

We are comprised of a staff of professionals that, in addition to having specialized technical and operational skills, have superior knowledge of the _529_ Industry and its products as a whole. Our comprehensive administrative model, combined with our marketplace experience, lets you focus on what matters most: plan awareness and plain talk on why consumers should invest in _529_ plan.

Taylor Kerz

Professional Recruiter II

Kelly Services, Inc.

850.270.0161 Office

850.404.0817 Text

**Why Kelly** **** **?**

Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2022-04-13 Expires: 2022-06-13

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Financial Services Representative [Tallahassee, FL; $17+/h; Temp-to-Hire; Full-time; Starts ASAP]

Kelly Services
Tallahassee, FL 32305

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