Sales Support Associate

4 weeks ago


Quezon City, National Capital Region, Philippines Solid Lyndelle Manpower Services Inc. Full time
Job Summary

We are seeking a highly detail-oriented and organized Sales Support Associate to join our team at Solid Lyndelle Manpower Services Inc. This role involves entering financial data into various software systems with speed and accuracy, reviewing data for errors and discrepancies, and ensuring timely completion of job flows and deadlines.

Key Responsibilities
  • Enter financial data into software systems with precision and speed
  • Review data for errors, discrepancies, or missing information and correct as necessary
  • Ensure timely completion of job flows and deadlines
  • Maintain the accuracy and confidentiality of all financial data
  • Communicate effectively with team members and management to resolve issues or questions
  • Maintain proper documentation and records of all data entry activities
  • Complete New Account Applications, Transfer forms, Beneficiary change forms, RMD, Money Movement/Transfers/Rollover requests, and Money Link Account requests
Requirements
  • Working knowledge of Money Guide Pro
  • Working knowledge of Salesforce
  • Proficiency with Office 365
  • Knowledge of Estate Planning, U.S. tax, and investments a plus
What We Offer

As a Sales Support Associate at Solid Lyndelle Manpower Services Inc., you will have the opportunity to work in a dynamic and supportive team environment, with opportunities for growth and development.



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