- Understand the basics of financial market transactions (e.g. purchases, sales, holdings, etc.).
- Understand the basics of claims administration (e.g. settlements, claim forms, recoveries, etc.).
- Navigate the layouts of various types of financial statements and interpret the data.
- Perform basic data entry tasks for various investor relations projects.
- Perform basic data entry tasks specific to claims filing databases.
- Analyze small and large data sets using functions and tools in Microsoft Excel.
- Utilize our general databases to query client information as needed.
- Collect, review, and maintain supporting documentation to ensure that trades submitted to claims administrators are adequately supported.
- Assist the Claim Manager on various administrative projects.
- Bachelor's degree in finance, economics, accounting, or mathematics.
- Ability to analyze and interpret large data sets with accuracy and attention to detail.
- Ability to review financial statements and legal notices, locate relevant information, and accurately enter data into a database.
- Proficient in Microsoft Excel.
- Experience creating and running queries, creating spreadsheets and workbooks, and analyzing financial transactions.
- Operating knowledge of the internet and general databases for research and data gathering.
- Self‐starter with strong organizational skills.
- Ability to work independently on a daily basis, as well as within a team framework to collaborate and resolve issues efficiently.
- Ability to effectively perform a variety of duties under pressing deadlines and with frequent interruptions, often shifting from one task to another as demands change.
- Ability to use a computer keyboard and sit in a stationary position for extended periods of time, as well as use office machinery such as copy machines and telephones.
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Legal Clerk - California, United States - Suna Solutions
Description
One of the best entry-level positions in the San Diego area This role is an exciting opportunity to get your foot in the door with an internationally recognized, leading law firm. You will be supporting the finance department by performing basic data entry tasks and analyzing data sets, while gaining knowledge of financial market transactions and claims administration. This is a full-time, on-site, 4-5-month temp. position, located in downtown San Diego with stunning office views and endless career development opportunities
Responsibilities
Qualifications
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:
Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws.
REQUESTING AN ACCOMODATION
Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at , send us an email or speak with your recruiter.
PAY TRANSPARENCY POLICY STATEMENT
Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington as set forth below.
Pay Scale of Starting Pay for role: $27-$28/hr. DOE