Account Administration Specialist

General Summary

Answers incoming calls and assists customers. Processes incoming and outgoing mail, address, beneficiary, and rep changes. Assists New Accounts and Transfer In Departments by completing checkback on new accounts and other account maintenance. Assists with daily mail/delivery services.

Essential Job Functions

• Maintains and conducts check back on account maintenance.

• Prepares and sends welcome letters to new account holders.

• Processes client name, address, beneficiary, and representative changes.

• Prepares cash handling reports.

• Answers client calls and addresses questions.

• Sends out letters for return mail and address changes received by various other resources.

• Travels to post office to obtain mail and also deliver mail as assigned.

• Opens and sorts mail.

• Answers incoming calls and transfer calls to the appropriate departments.

• Completes other duties as assigned.

• These tasks do not meet the Americans With Disabilities Act definition of essential job functions and are usually less than 5% of time spent. However, these tasks still constitute important performance aspects of the job.

Knowledge, Skills, and Abilities

• Excellent communication skills.
• Excellent administrative skills including record keeping, planning, and checking work.
• Excellent data entry skills.
• Ability to type, answer the phone, and use a ten-key.
• Knowledge of word processing and spreadsheet software.
• Knowledge of basic mathematics including fractions, decimals, and percentages.
• Ability to read and write.
• General knowledge of the financial/IRA industry

Education and Experience

One to three years of customer service experience preferred.

Physical Requirements

PHYSICAL REQUIREMENTS

0-24%

25-49%

50-74%

75-100%

Seeing:

Must be able to read

reports and use computer.

X

Hearing:

Must be able to hear

well enough to communicate

with co-workers.

X

Standing/Walking:

X

Climbing/Stooping/Kneeling:

X

Lifting/Pulling/Pushing:

X

Fingering/Grasping/Feeling:

Must be able to write, type,

and use phone system.

X

Working Conditions

This factor measures the surroundings or physical conditions under which a job must be done and the extent to which those conditions make the job disagreeable. Consider the presence and relative amount of exposure to dust, dirt, heat, fumes, contaminants, cold, noise, vibration, wetness, etc.

Normal working conditions with the absence of disagreeable conditions.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.