Accounting Associate

Advanta IRA•Clearwater, FL

11d•$45,000 - $45,000•Hybrid

About The Position

Advanta IRA's objective is to continue to grow by adding new clients while maintaining low attrition of existing clients. This can be achieved through solid customer service, attention to detail, and following procedures. The person filling this position will learn about self-directed retirement accounts, provide day-to-day recordkeeping and accounting services for client assets, and work with other departments to support our clients. Advanta IRA provides in-depth training upon hire to new employees. The successful candidate is self-driven, organized, proactive, eager, and excels at multitasking. Additionally, they employ exemplary telephone skills by presenting a quality image and treating the client with courtesy, efficiently managing documents and financial information, and upholding a high level of customer service.

Requirements

Confidentially maintain sensitive data.
Have basic accounting and bookkeeping skills.
Possess the ability to work with or without direction with great accuracy.
Learn and thoroughly understand the services Advanta IRA offers our clients.
Understand and handle the various types of transactions a client may want to conduct and the necessary documents Advanta IRA must receive to process those transactions.
Input client and transaction data into CRM System and Trust Account software.
Ensure the accuracy of transactions and documents.
Assist with customer support calls and emails as needed.
College degree with a business foundation (Business Administration, Finance, Accounting, etc.).
Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
Be exceptionally well organized, analytical, and detail-oriented.
Excel at accomplishing tasks and following up with necessary parties
Utilize excellent verbal, written, and interpersonal communication skills.
Show proficiency in MS Word, Excel, and Outlook.
Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.
Demonstrate a desire and ability to learn, and a willingness to share knowledge to assist others.

Nice To Haves

Salesforce.com experience is preferred.
Retirement plan and/or financial services experience is a plus.

Responsibilities

Managing the daily accounts payable (including daily/recurring bill payments, distributions, and transfers) by receiving, processing, verifying, and reconciling invoices.
Managing the daily receivables (checks/wires/ACH) by reviewing and properly allocating funds to IRA clients.
Maintaining hard copy and electronic filing systems.
Reconciling various accounts, including banking and client accounts.
Processing banking transactions, including processing wires, remote deposits, non-sufficient funds checks, and stop payments.
Running reports from the trust accounting system.
Processing and filing forms for taxable events for various IRA accounts and transactions.
Assisting with the daily operations of the company.
Executing accurate reporting and database management in multiple CRM systems.
Integrating data with trust accounting software/Salesforce.