Account Management Specialist -
Location: Las Vegas
Posted on: April 8, 2021
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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
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