Finance Service Representative at CATALIS in Tallahassee

Job description

• Description
• This role provides financial processing and account support for the Florida Prepaid College and 529 Savings Plans, ensuring that all transactions, correspondence, and account updates are handled accurately and in a timely manner. The position requires responding to customer and internal inquiries, tracking payment and refund records, and identifying any errors or inefficiencies in processing.
• This is an onsite position working Monday through Friday, 8:00am to 5:00pm in our Tallahassee, FL office.

Responsibilities

• Follow written procedures to accurately process financial transactions for the Florida Prepaid College Plan, including working exceptions, suspense, reapply payments, add/change ACH information, and add/change payroll contributions
• Follow written procedures to accurately process financial correspondence including cancellations, school invoices, school transfer forms, refund requests, fee waiver requests, change of beneficiary/purchaser and plan/payment changes both accurately and timely
• Initiate customer calls and emails and respond to inquiries accurately from both customers and other departments
• Identify and report errors and inefficiencies which occur during processing
• Adhere to all contractual requirements relating to processing of financial and written correspondence, payment processing, account maintenance
• Use spreadsheets for recording payment histories, school invoice summaries, and refund summaries
• Special projects and additional duties as assigned to ensure the daily and overall success of the company to meet our contractual requirements. This may involve assisting other departments as needed

Requirements

• One or more years of previous accounting, customer service, or financial transaction experience; a relevant degree may be substituted for experience.
• Ability to function in a work driven environment.
• Attention to detail, time management skills, ability to multitask, intermediate math skills, solid understanding of basic accounting principles, oral and written communication skills, 10-key adding machine by touch, computer mouse and PC skills.
• Word processing, intermediate spreadsheet application skills
• Ability to understand and solve complicated financial transactions/reconciliations, keyboard dexterity (20 to 35 wpm), analytical, customer service orientation, judgement, and initiative.

Skills

Required

• Attention to detail
• Time management skills
• Ability to multitask
• Intermediate math skills
• Oral and written communication skills
• 10-key adding machine by touch
• Computer mouse and PC skills
• Word processing
• Keyboard dexterity (20 to 35 wpm)
• Analytical skills
• Customer service orientation
• Judgement

Benefits

• A dynamic and supportive work environment in a mission driven organization
• Competitive salary and benefits package, including health, dental, vision insurance
• Paid Time Off (PTO)
• HSA and FSA options
• 401(k) plan with matching contributions
• Paid parental leave
• ABLE matching contributions for the disability community
• Employer paid short term and long-term disability insurance and group term life insurance
• Financial and legal assistance through our EAP (Employee Assistance Program)
• Opportunities for personal development and career advancement with free access to unlimited courses via Udemy
• The chance to make a significant impact on the delivery of government services and the lives of citizens