Career
Opportunities

The Staff Accountant will prepare financial reports to track the organization’s assets, liabilities, profit and loss, tax liabilities, and other related financial responsibilities.

Essential Functions

• General ledger responsibilities including preparing and recording standard journal entries for asset, liability, revenue, and expenses by compiling and analyzing account information.
• Maintains and balances accounts by verifying, allocating, posting, reconciling transactions, resolving discrepancies.
• Prepares periodic (monthly) balance sheets, income statements, and profit and loss statements.
• Maintains the general ledger.
• Codes invoices, sets up new accounts, reconciles accounts, and closes the monthly books.
• Reconciles bank accounts at least monthly, verifies deposits, and addresses inquiries from banks.
• Reconciles customer accounts and manages accounts receivable collections
• Verifies payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts.
• Provides outside auditors with assistance; gathers necessary account information and documents to perform annual audit.
• Files required tax forms with federal, state, and local government agencies.
• As appropriate, coordinates with software vendor to maintain accounting software system; recommends updates to enhance the accounting software.
• Assist with the month-end closing process, conducting research, and making correction journal entries for account discrepancies, prepares closing journal entries, posts accrual entries, and prepares required management reporting.
• Update job knowledge by participating in educational and professional development opportunities.
• Performs credit card and merchant processing reconciliation.
• Performs other related duties as assigned.

Competencies:

• Extensive knowledge of general financial accounting and cost accounting.
• Understanding of and ability to adhere to generally accepted accounting principles.
• Experienced and proficient with QuickBooks accounting software.
• Experience with Rocket Matter – legal practice management software is a plus, but not required.
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite or similar software.
• Must maintain strict confidentiality.
• Must be motivated and a self-starter.

Education and Experience:

• Bachelor’s degree in Accounting, Finance, or related discipline preferred.
• Three to five years of accounting experience required.
• Payroll experience preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

As an Office Administrator you will be instrumental in the success of the team’s goals and the business. If you are motivated to make a difference, value trust in the workplace, and have a focus on delivering excellence, then this is the role for you.

Essential Functions:

• Update prospect and client data records, execute direct mail programs, and assist with other activities.
• Makes calls to clients and potential clients with a focus on personal and financial needs.
• Creates reports for client meetings.
• Maintains inventory of office supplies; orders new supplies as needed.
• Maintains an efficient system to provide excellent customer service.
• Performs other related duties as assigned.

Competencies:

• Extensive knowledge of office management procedures.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to work on a team as well as independently.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• High school diploma or equivalent required; Associate’s degree in office administration or related field preferred.
• Knowledge of the financial industry and insurance products is helpful but not required.
• At least one to three years of administrative and clerical experience required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

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As a Human Resources Assistant, you will perform a variety of multi plant HR tasks, in a fast-paced work environment. The ideal candidate will manage the information involved in the employment life cycle. This requires the individual to deal with highly confidential, sensitive information; and ensures compliance of all related processes. Other responsibilities include coordinating the onboarding and exiting processes.

Essential Functions:

• Process required paperwork for employee transfers, changes in job classification, and other related employment matters.
• Onboarding of new employees.
• Performs routine tasks required to support the team.
• Involved with processing terminations.
• Performs other related duties as assigned. 

Competencies:

• Extensive knowledge of office management procedures.
• Excellent verbal and written communication skills. 
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to work on a team as well as independently. 
• Proficient with Microsoft Office Suite or related software.
• Ability to maintain confidential information.

Education and Experience:

• High school diploma or equivalent required.
• Bachelor’s Degree from an accredited institution preferred.
• Previous Human Resource experience preferred.
• At least two years general office or administrative experience, involving confidential information.
• Employees must be legally authorized to work in the United States.

Physical Requirements: 

• Prolonged periods sitting at a desk and working on a   computer.
• Must be able to lift up to 15 pounds at times. 

Essential Functions: 

• Contacts prospective clients about insurance products and policies
• Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources
• Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs
• Suggests modifications and updates to clients’ existing insurance policies
• Builds customized insurance policies and packages to meet clients’ needs
• Takes on the role of a trusted advisor meeting people where they are at
• Focuses on protecting the client’s future
• Actively works to retain and strengthen customer relationships
• Performs other related duties as assigned

Competencies : 

• Extensive knowledge of various insurance products and policies
• Ability to determine best insurance policy for individual clients
• Excellent interpersonal and sales skills
• Ability to identify and contact prospective clients
• Excellent written and verbal communication skills
• Proficient computer skills with the ability to learn new software
• Driven and goal oriented

Required education and experience:

• High school diploma or equivalent
• Customer service experience

Preferred education and experience:

• Licensed with Insurance industry experience
• Bachelor’s degree

Essential Functions:

• Have the passion for building relationships
• Proven track record of recruiting experience
• Respond well to working within time constraints
• Strong follow-up skills

Competencies: 

• Excellent organizational skills and attention to detail
• Extensive knowledge of office management systems and procedures
• Ability to operate general office equipment
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite or similar software
• Ability to maintain confidential information

Required education and experience:

• Bachelor’s Degree
• Experience in talent acquisition