Senior Financial Services Specialist

Job title: Senior Financial Services Specialist

Company: Marshall and Sterling Inc


Job description: Description:Provide a wide variety of administrative and financial duties and support for the financial department.

• Process daily close day.
• Track daily balance in operating account.
• Record direct bill commissions.
• Remit branch company statements and invoices.
• Remit operational expenses.
• Process payments in upload account from Poughkeepsie branch.
• Process downstate month end.
• Run monthly reports.
• Reconcile bank statements.
• Remit monthly account current payments.
• Apply customer payments.
• Communicate billing errors to other branches.
• Track missing DBL commissions.
• Set up monthly and annual accruals.
• Track vendor 1099’s.
• Control inventory of old files kept with Iron Mountain.
• Control stationary inventory.
• Provide monthly reports to each downstate branch manager.
• Track annual fixed assets.
• Work with financial auditors.
• Re-invoice group commissions.
• Back up for Master Risk financing.
• Calculate quarterly branch service charges.
• Review all invoicing for errors.
• Report clients to collection agency.
• Handle company correspondence.
• Deposit contingency money.
• Handle e-check and credit card payments.
• Import monthly direct bill statements for some companies.
• Process annual ELANY taxes and fees.
• Remit VI estimated monthly taxes.
• Set up GL codes as needed.
• Deposit group commission and filter statements to Yorktown.
• Scan bank deposits via remote scanner.
• Issue a stop payment when necessary.
• Process NSF payments.
• Process daily positive pay exceptions.
• Submit wire transfers through Scotia bank for STT & STC.
• Mentor and assist others in the department as needed.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• Build and maintain a favorable and professional work relationship with other staff members.
• Adhere to established employee manual policies and guidelines.
• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
• Promptly report all E&O claims and potential E&O claims.
• Maintain confidentiality in all aspects of client, staff, and agency information.
• Perform other duties and projects as assigned.

Requirements:

• College degree preferred, high school diploma or equivalent required.
• Experience and knowledge of Microsoft Office Programs.
• Experience with Vertafore a plus.
• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the

company in a professional manner. * Demonstrated ability to communicate effectively.

• High-level of organizational ability with attention to detail.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.Salary is $57,500-$62,500 annually based on experience.The specific salary offered may be influenced by a variety of factors including but not limited to the candidate’s relevant experience, education, and work location.MS24PIa705e5cffa17-4680

Expected salary: $57500 – 62500 per year

Location: Poughkeepsie, NY

Job date: Tue, 06 May 2025 07:07:55 GMT

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