Clerical Support

The role

This person will provide support for third party services and act as a liaison between departments and agencies. They will manage service requests, coordinate meetings, and support the month-end close process.

What you will do

• Main point of contact for agencies and maintaining client service email inbox
• Process and organize requests with other departments and third-party agencies
• Scheduling and organizing third party conference meetings and preparing materials
• Ensure all service requests are processed efficiently
• Maintain mid-month and monthly wires/invoices for Third Party Vendors payment
• Monitor activity with Agency to ensure compliance with company guidelines
• Serve as a liaison between departments and the third-party agencies
• Maintain schedule for audits and ensure audits are completed
• Perform day-to day activities for effective account management of assigned accounts
• Support the month-end close process to record and report financial transactions

Required qualifications

• High School diploma
• Experience with Microsoft Office products including Excel, Word, and Access
• Ability to work with large volumes of data
• Strong understanding of reconciliation concepts
• Ability to plan, prioritize, and organize a diversified workload
• Research and resolution management
• Excellent communication skills, both verbal and written
• Good interpersonal skills working with internal and external customers
• The ability to work with demanding deadlines
• Exceptional attention to detail and ability to multi-task
• Professional appearance and demeanor
• Able to work flexible hours

Nice to have

• 0 – 2 years of bookkeeping or banking experience preferred
• English/Spanish speaking is a plus

Benefits

• medical/dental/vision
• 401(k)
• vacation
• opportunities for advancement
• ongoing training

About the company

PLS is a leading retail provider of financial services with over 200 financial service centers in 12 states. The company was founded in 1997 by Bob and Dan Wolfberg.