In - specie Transfer Administrator overseeing asset transfers at HUB24. Ensuring compliance and delivering service excellence in financial services environment.
About the role
- Order Administrator supporting sales organization by generating accurate orders for Ricoh's customers. Managing order lifecycle from booking through billing while ensuring customer satisfaction in high-paced environment.
Responsibilities
- Receive and process sales orders, ensuring accuracy and completeness of data and documentation.
- Validate pricing, product details, and contract terms; follow up on modifications to maintain billing accuracy.
- Maximize order processing efficiency to meet delivery and invoicing timelines.
- Monitor and manage orders in Oracle from booking through delivery, invoicing, and funding.
- Provide status updates to Sales and run/reconcile Order Management reports.
- Act as liaison for funding questions and lease escalations; resolve invoicing disputes and initiate credit memos as needed.
- Ensure all transactions are billable and fundable prior to installation.
- Collaborate with internal teams to prevent delays and mitigate month-to-month order roll.
- Assist with training new employees and support team members with complex orders.
- Perform other duties as assigned.
Requirements
- Associate degree or equivalent business experience required; bachelor’s degree preferred.
- 3–5 years of experience in sales support, customer service, operations, or finance.
- Experience managing multiple priorities in a fast-paced environment.
- Proficiency in Microsoft Office (Excel, PowerPoint, Word); advanced Excel skills preferred.
- Strong organizational, analytical, and communication skills.
- Ability to work collaboratively with Sales and cross-functional teams.
- Oracle experience preferred.
- Accurate typing and data entry skills.
Benefits
- Choose from a broad selection of medical, dental, life, and disability insurance options.
- Contribute to your financial security with Retirement Savings Plan (401K), Health Savings Account (HSA), and Flexible Spending Account (FSA) investments.
- Augment your education with team member tuition assistance programs.
- Enjoy paid vacation time and paid holidays annually
- Tap into many other benefits to enhance your health, wellness, and ongoing personal and professional development.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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