Financial Onboarding and Processing Specialist (Accounting Experience Required)

Description

• Processing of client financial statements as necessary
• Complete reporting as directed
• Update Financial Coach resources as directed
• Retrieves information as requested from records, emails, minutes, and other related documents; prepares written summaries of data when needed.
• Responds to and resolves administrative inquiries and questions.
• Treat all internal and external customers, clients, and co-workers with respect
• Complete onboarding of new Financial Coach accounts
• Update and maintain templates
• Use the tools and resources as provided within the guidelines specified
• Work with clients to set foundational structure in accounting software
• Maintain client files and appropriate electronic documentation as directed

Requirements

Benefits

• Great place for career advancement with training and support from the team
• WE ARE A 100% DRUG-FREE AND TOBACCO-FREE EMPLOYER**
• Our average employee tenure is over 7 years we are a great place to work!

Training + Development

Interview process

Visa Sponsorship

Security clearance