- This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period.
- Works with the Corporate Accounting Team for daily transactions focusing on client billing and collections, accounts payable duties and reconciliations.
- Efficiently and proactively manage client/colleague correspondence (incoming/outgoing calls, emails) on a daily basis
- Perform reconciliation for bank accounts
- Perform General Leger and Month End processing entries into the Accounting system
- Efficiently review and resolve accounting cases
- Effectively learn, understand, and communicate IRS rules and regulations related to IRAs
- Utilize Salesforce, our state-of-the-art CRM system, to keep all transaction and case statuses updated, also logging all communication
- Build and maintain relationships with account holders and referral sources
- Collaborate with the management team
- Work across departments to assist with special projects, as necessary
- Bachelor's degree in Accounting or Finance
- Minimum one (1) year of experience in a Financial Services environment
- Experience in Accounting or Finance preferred
- None
- Proficient in Microsoft Office Suite
- Experience with Intuit QB and/or Microsoft Great Plains is a plus
- Customer Focus
- Communicates Effectively
- Resourcefulness
- Balances Stakeholders
-
Staff accountant
1 week ago
The Grenzy Recruiting Group, LLC Fort Myers, United StatesOur client, a growing mid-sized company, has an immediate need for a staff accountant. The staff accountant will report directly to the controller and will be primarily responsible for general accounting functions. · If you are looking for an opportunity with a supportive team a ...
-
Staff Accountant
2 weeks ago
Troon Golf Fort Myers, United StatesTroon Corporate Office is excited to announce the exceptional career opportunity of Staff Accountant. Qualified candidates will thrive in a hospitality environment and be highly focused on providing superior service to the clubs managed by Troon. · General Purpose · Responsibil ...
-
Staff Property Accountant
2 weeks ago
Troon Golf, L.L.C. Fort Myers, United StatesCorporate ICON Fort Myers is excited to announce the exceptional career opportunity of Property Accountant. Qualified candidates will thrive in a hospitality environment and be highly focused on providing superior service to the clubs managed by Troon. · Compensation: $50,000 - $ ...
-
Staff Accountant
4 weeks ago
Troon Golf, L.L.C. Fort Myers, United StatesInclude partnering with internal groups, such as Accounts Payable and Accounting Managers, to provide timely and accurate financial reporting as well as exceptional customer service. This position is located at our Troon Corporate Headquarters in Ft. Staff Accountant, Accounting ...
-
Staff Accountant
3 weeks ago
Apple Roofing Fort Myers, United States PermanentApple Roofing and St. Raphael Roofing have recently merged and are looking for an experienced Staff Accountant for our Ft. Myers, FL location As a successful, fast-growing roofing company, we believe a Staff Accountant should be a trustworthy professional with outstanding abiliti ...
-
Staff Accountant
3 weeks ago
Troon Golf, L.L.C. Fort Myers, United StatesTroon Corporate Office is excited to announce the exceptional career opportunity of Staff Accountant. Qualified candidates will thrive in a hospitality environment and be highly focused on providing superior service to the clubs managed by Troon. · General Purpose · Responsibilit ...
-
Staff Accountant
3 weeks ago
Spherion Bonita Springs, United StatesSpherion Naples Florida is seeking a meticulous and detail-oriented Accounting Associate to join the team at a prominent church in Naples, Florida. This role involves managing significant financial transactions encompassing Accounts Receivable (AR) and Accounts Payable (AP) respo ...
-
staff accountant ii
4 weeks ago
Seminole Gaming Immokalee, United StatesOverview: · SEMINOLE CASINO HOTEL IMMOKALEE · Hiring smiling faces and happy personalities Only a 30-minute drive from Daniels & SR 82, a 25-minute drive from LaBelle, or a 40-minute drive from I-75 and Immokalee Rd. At Seminole Immokalee Casino and Hotel, we have 3 restaurants ...
-
Attorney/Manager (1665)
3 weeks ago
Lutheran Services Florida Ft Myers, United States Full time#nowhirining · Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibrant. · LSF is looking for a talented Attorney/Manager who wants to make an impact in the lives of others. · Purpose and Impact: · Su ...
-
Office Administrator
3 weeks ago
NextWave Resources Fort Myers, United StatesOffice Administrator – Ft Myers, FL · (6 month contract-to-hire) · $22 an hour W2 · Job Duties: Is the personal assistant to the general manager of this location. · *Creating new Rental Contracts · *Creating Bill of Lading forms for Drivers · *Billing all Rentals and Service In ...
-
Financial Analyst I
1 week ago
London Health Sciences Centre Fort Myers, United StatesPosting Period · Open: April 16, 2024 · Deadline: April 30, 2024 · Non-Union · Department Name · Lawson Health Research Institute (Lawson) is the research institute of London Health Sciences Centre and St. Joseph's Health Care London. As one of Canada's top ten research institu ...
-
Occupational Therapist
2 weeks ago
Soliant Fort Myers, United StatesMinimum 1+ years speech therapy experience required. · Full Time Occupational Therapist (OT) -Dunbar, Florida · Soliant has partnered with a school system in the Dunbar, Floridaarea that is currently seeking an Occupational Therapist for the upcoming school year. The position is ...
-
Financial Operations Graduate Assistant
3 weeks ago
University of The Incarnate Word Fort Myers, United States Part timePosition Details · Position Information Position Title Financial Operations Graduate Assistant Academic Year UIW Mission University of the Incarnate Word is a Catholic institution that welcomes to its community persons of diverse backgrounds, in the belief that their respectful ...
-
Administrative Assistant
1 week ago
University of The Incarnate Word Fort Myers, United States Full timePosition Details · Position Information Position Title Administrative Assistant UIW Mission University of the Incarnate Word is a Catholic institution that welcomes to its community persons of diverse backgrounds, in the belief that their respectful interaction advances the disc ...
-
Assistant Manager
1 week ago
Pollo Tropical Fort Myers, United States Full timeSUMMARY · : Our Assistant Manager assists in the operations of the restaurant and a team of hourly associates during their respective shifts. In accordance with the goals of the company, they are responsible for managing all aspects of their shift including, but not limited to: r ...
-
Fitness Manager
2 weeks ago
Town Sports International Fort Myers, United StatesDescription · New York Sports Club and our family of brands is a long-standing, dynamic fitness club brand with locations in the Northeast, Florida and Switzerland. We consider ourselves your local neighborhood gym It is our goal to provide our members with fitness results, posit ...
-
Coordinator, Human Resources Information Systems
2 weeks ago
The School District of Lee County Fort Myers, United StatesAs a Coordinator, Human Resources Information Systems you will develop, implement, and maintain all divisional HRIS and web page processes. In addition, you will analyze specifications to manage all aspects of current and anticipated Human Resources technology requirements. · Min ...
-
Research Operations Lead
2 weeks ago
London Health Sciences Centre Fort Myers, United StatesWho We Are · Lawson Health Research Institute (Lawson) is the research institute of London Health Sciences Centre and St. Joseph's Health Care London. As one of Canada's top ten research institutes, we are committed to furthering scientific knowledge to advance health care aroun ...
-
Supervisor, Customer Care Center
2 weeks ago
LCEC North Fort Myers, United States Full time/Regular· JOB TITLE: Supervisor, Customer Care Center · Location: North Fort Myers, FL · Work Hours: M-F, 8-5 · Our benefits include: · Company-wide annual incentive plan · Medical, vision and dental insurance · 401(k) plan with a generous 6% company match · Company funded Pension Pla ...
-
Head Swimming and Diving Coach
1 week ago
University of The Incarnate Word Fort Myers, United States Full timePosition Details · Position Information Position Title Head Swimming and Diving Coach UIW Mission University of the Incarnate Word is a Catholic institution that welcomes to its community persons of diverse backgrounds, in the belief that their respectful interaction advances th ...
Staff Accountant - Fort Myers, United States - Equity Trust
Description
When you work at Equity Trust, there is never a dull moment You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance.
Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry.
For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path.
Come join our mission and learn what it truly means to self-direct your futureJOB OVERVIEW
The Staff Accountant will be responsible for Accounts Receivable & Accounts Payable as it pertains to the financial processing of transactions for the Company.
Duties include processing vendor invoices into the accounting system, obtaining approval for vendor payments, supporting the payment of invoices and accurate record keeping.
Prepare and disburse invoices to customers. Resolve issues with delinquent accounts through contacting and working with the customer. Reconcile transactions with statements. Maintain accurate financial records of all receivable transactions and verifications. In this role, you will provide exceptional service to our clients via phone and email and maintain proper documentation.RESPONSIBILITIES & DUTIES
QUALIFICATIONS
PROFESSIONAL CERTIFICATIONS
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear.
The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms.
This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENTThe above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
