- 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
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Staff Accountant - Fort Myers, United States - Equity Trust
Description
*This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period. 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 future JOB OVERVIEWThe 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
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
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:
PHYSICAL DEMANDS/WORK ENVIRONMENT
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 ACKNOWLEDGEMENT
The 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.
About Equity Trust:
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
