LasVegasRecruiter Since 2001
the smart solution for Las Vegas jobs

Account Management Specialist -

Location: Las Vegas
Posted on: April 8, 2021

Job Description:

A well-established and licensed Investment & Trust Company in Las Vegas is looking for an EXPERIENCED ACCOUNT MANAGEMENT SPECIALIST to join their team. Primary responsibilities of this position are as follows:



This position is responsible for managing client accounts. This management involves all aspects of account opening, account closing, and daily account maintenance. The primary account activities are account opening, account closing, asset management, accounts receivable management, client and advisor requests for documents, or questions, inbound and out bound mail handling, client deposits, disbursement of funds.



Duties and Responsibilities


- Open new accounts


- Close accounts


- Asset Management (Add new assets, remove assets, update assets, asset changes, valuation updates)


- Account Receivable Management (Send dunning letters, follow protocol for disbursing accounts)


- Manage Account Follow up Tasks (Client watch list follow up communications


- Document retrieval requests (i.e., 5498s, 1099s, account statements, other account related docs


- In-bound and out-bound mail handling (New mail for client accounts, re-mail items for client accounts, Inbound client documents (scanning, filing, account update)


- Client deposits (applying checks and wires to client accounts).


- Funding of loans; disbursement of funds.



The following skills are required:



- At least 2 years of experience in disbursement of funds


- Real estate titling


- Investment transactions


- Real estate investing


- Retirement accounts


- Real Estate transactions


- Deeds of Trust


- Loans


- MS Word


- MS Excel


- PDF tools


- Email


- Scanning


- Computer Literacy


- Difficult client management


- Ability to work under pressure


- Self Motivated



PREVIOUS BANKING, MORTGAGE, OR REALTY EXPERIENCE HIGHLY DESIRABLE.



This is a contract-to-hire position and pays $15-$17/hr. to start. Starting annual salary once company hires the ideal applicant is $35,000 - $40,000 with vacation, health, and sick leave benefits.



Only qualified individuals need apply. Please attach your resume for further consideration. We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , Las Vegas , Account Management Specialist -, PR / Public Relations , Las Vegas, Nevada

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


Account Executive - Health Care
Description: ALLS WELL Health Care, an ACT 1 Company and voted an industry leader in health care staffing for 2014, is currently searching for a talented Account Executive to join
Company:
Location: Las Vegas
Posted on: 04/8/2021

Escrow Assistant - Great Benefits
Description: Job Responsibilities br br As an Escrow Assistant, you will be required to assist the Escrow Officer on all files, including providing a double audit process when reviewing and funding closings. (more...)
Company:
Location: Las Vegas
Posted on: 04/8/2021

Escrow Assistant
Description: This Escrow Assistants Needed Position Features: br Competitive Benefits br Room For Growth br Stable Work Environment br Great Pay
Company:
Location: Las Vegas
Posted on: 04/8/2021


Staffing Associate
Description: Are you a motivated professional with an interest in learning the staffing industry AppleOne - Henderson is currently seeking candidates for in-house staffing roles. br
Company:
Location: Las Vegas
Posted on: 04/8/2021

Account Management Specialist -
Description: A well-established and licensed Investment Trust Company in Las Vegas is looking for an EXPERIENCED ACCOUNT MANAGEMENT SPECIALIST to join their team. Primary responsibilities of this position are as (more...)
Company:
Location: Las Vegas
Posted on: 04/8/2021

Bilingual Customer Service/ Inbound Calls $9.25.
Description: Immediate need for BILINGUAL AND ENGLISH Customer Service candidates taking all inbound calls.
Company:
Location: Las Vegas
Posted on: 04/8/2021

Property and Casualty Insurance Agents Needed -
Description: This Outside Sales Reps Needed br Position Features: br Great Pay to 80K br No experience required br br Have you ever wanted to make your own schedule Be your own boss Eventually (more...)
Company:
Location: Las Vegas
Posted on: 04/8/2021

Data Entry
Description: Immediate need for Candidate with Data Entry and Scanning experience seeking flexible schedule, professional work environment and opportunity
Company:
Location: Las Vegas
Posted on: 04/8/2021

Bi-lingual Spanish Customer Service Representative - .
Description: This Bi-lingual Spanish Customer Service Representative Position Features: br Great Pay to 20K
Company:
Location: Las Vegas
Posted on: 04/8/2021

Log In or Create An Account

Get the latest Nevada jobs by following @recnetNV on Twitter!

Las Vegas RSS job feeds