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Kforce Office Support Associate in Saint Cloud, Minnesota

Kforce has a client that is seeking a Office Support Associate in Saint Cloud, Minnesota (MN). Responsibilities:

  • Prepare loan and bonus documents, mail merge, cover letters

  • Opening & maintaining customer accounts via imaged documents on a 7-person team

  • There is approximately 5 hours weekly that the candidate may be on the phone talking to the financial advisors and their support staff working through those issues and answering questions on paperwork

  • Reports directly to the Accounts Team Lead and Resource Center & Accounts Team Manager

  • The Accounts team works closely with our Resource Center team whose primary function is taking inbound calls from the financial advisors and their support staff

  • Candidates will have the ability to review paperwork to find anomalies that need analysis as well as read through legal documentation like trust documents, letters of testamentary documents, & power of attorney etc.

  • Candidates will be self-starters that can work independently as well as in a collaborative team environment, being engaged and providing feedback and asking for help as needed

  • Microsoft Word savvy

  • Detail- Oriented

  • Candidates must be able to process 60 accounts daily once fully trained

  • Candidates will need to be organized and manage their pending work while working with financial advisors and their support staff to remedy any paperwork issues

  • Data analysis, data entry skills

  • Ability to utilize training materials and desk procedures to make decisions on the completeness & quality of customer account records

  • Professional phone and writing skills

  • Proficient with Windows and Microsoft Office

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.Compensation Type:HoursMinimum Compensation:0.00Maximum Compensation:0.00

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