Finance Manager

A Customer Service Representative, or CSR, will act as a liaison, provide product/services information, answer questions, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk and understand the value of good communication skills. Customer service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs can gather that for you. Problem-solving also comes naturally to customer care specialists. They are confident at troubleshooting and investigate if they don’t have enough information to answer customer questions or resolve complaints. Responsibilities: Manage large amounts of incoming phone calls Generate sales leads Identify and assess customers’ needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication Provide accurate, valid and complete information by using the right methods/tools Meet personal/customer service team sales targets and call handling quotas Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Keep records of customer interactions, process customer accounts and file documents Follow communication procedures, guidelines and policies Take the extra mile to engage customers Requirements and skills: Proven customer support experience or experience as a Client Service Representative Track record of over-achieving quota Strong phone contact handling skills and active listening Familiarity with CRM systems and practices Customer orientation and ability to adapt/respond to different types of characters Excellent communication and presentation skills Ability to multi-task, prioritize, and manage time effectively High school diploma

We are looking for a well-organized and initiative admin assistant to join our growing team. If you're looking to work in a fast-paced environment, with a large potential for career growth and development, then you will be a great candidate. Duties and Responsibilities: Greet and welcome guests when they arrive at the office Planning meetings and appointments, scheduling travel arrangements; Making payments Dealing with paperwork, e.g. Keeping updated records of office costs and expenses Performing technical administrative tasks, e.g. packing, labelling, and shipping documents Maintaining and ordering office supplies; Answer, screen and forward phone calls and respond to emails. Skills and qualifications: High school degree or equivalent/ Associate's degree in administration or a related field; Strong organizational and time management; Great attention to detail Being able to deal with high-stress situations

Are you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start.  Silver Oak Financial and Transamerica offers one of the best places to start and grow an insurance practice. We are looking for licensed life insurance advisors, Teams and entrepreneurs to partner with in the Pittsburgh and surrounding areas. We want to assist the right individuals with acquiring new clients. Franchise with us or simply add us to your product offerings and you will earn. Commissions bi-weekly Vested Renewals Monthly Bonuses in addition to commissions Remote position, you make your own schedule. Growth opportunities available Obtain several licenses as you go. Local and National Training Case design support from a team of Financial Planners Back-office support for case management and new business processing Income Potential listed is - Based on PT/FT professional's average income. This is a completely uncapped income opportunity I’d like to learn more about you and your experience. Send me a reply if you are open to discussing the opportunity. BUILD YOUR PRACTICE • Enhance your income potential • Grow your business so you can extend your reach in the community you serve. • Opportunities exist to train and help build new financial professionals • Help these individuals pursue success BUILD YOUR FIRM • Create a winning team environment • Help more families secure their financial future

Work directly with the director in locating non profit funding opportunities; Contact donors and also respond to request for proposals timely Create financial plans with measurable goals and track performance Develop financial policies and processes Forecast and monitor cash flow Handle payroll and budgeting tasks Prepare tax documents Review and process invoices Prepare financial reports and statements Reconcile ledgers and accounts Monitor and record donations Prepare for annual audits Update internal records and maintain an organized file system Follow all federal, state, and private regulations Uphold the highest standards of compliance and confidentiality