Financial Services Associate

4 days ago


Aberdeen, Washington, United States Schwan Financial Group Full time
Job Overview

Schwan Financial Group is seeking a highly motivated and detail-oriented Accounting / Small Business Associate to join our team in Aberdeen, SD. As a key member of our small business accounting team, you will play a vital role in supporting our clients' financial needs.

Key Responsibilities:

  • Perform entry-level bookkeeping duties, including payrolls, quarterly reports, sales tax returns, W-2 & 1099 processing
  • Collect and maintain accurate client information
  • Respond to client inquiries with exceptional care and attention to detail
  • Prioritize workload to meet deadlines
  • Utilize a client relationship management system to track activities
  • Proactively assist clients with their small business needs
  • Bookkeeping/Payrolls in QuickBooks software

Requirements:

  • Excellent communication and interpersonal skills
  • Ability to multi-task and manage time efficiently
  • Possess a high level of detail for processing customer-related transactions
  • Strong problem-solving skills and ability to remain calm under pressure
  • Strong computer skills, experience with MS Office 365, databases, and Salesforce CRM
  • Experience in the financial services industry or client services preferred but not required
  • Ability to maintain client confidentiality at the highest professional and ethical manner
  • Highly motivated with a willingness to learn, adapt, and develop internal workings to provide the best customer experience

Benefits Package:

  • Wellmark Health Insurance - 100% Company Paid for employee
  • Delta Dental Insurance - 100% Company Paid for employee
  • Retirement Plan - up to 4% match
  • Long Term Disability Insurance - Company Paid for employee
  • Paid Time Off (PTO) with bonus days granted during the year
  • Summer Fridays (extra scheduled paid time off)
  • Holidays - 8 paid
  • Extended Illness Bank
  • Specified assistance with certifications
  • Profit sharing bonus potential


  • Aberdeen, Washington, United States Schwan Financial Group Full time

    Job OverviewSchwan Financial Group is seeking a highly skilled Senior Accountant to join our team in Aberdeen, SD. As a key member of our tax and accounting team, you will play a crucial role in preparing tax plans, tax returns, and financial statements for our clients.Key Responsibilities:Accumulate, analyze, and process financial accounting data to prepare...


  • Aberdeen, Washington, United States Schwan Financial Group Full time

    Job Title: Senior AccountantWe are seeking a highly skilled Senior Accountant to join our team at Schwan Financial Group in Aberdeen, SD. As a Senior Accountant, you will play a key role in our tax and accounting team, providing exceptional support to our clients and contributing to the success of our organization.Responsibilities:Accumulate, analyze, and...


  • Aberdeen, Washington, United States The Bartell Drug Company Full time

    Become a Rite Aid Lead Service Associate and contribute to our mission to improve Health and Wellness in your community. As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer service. You will thrive in this...


  • Aberdeen, Washington, United States Dacotah Bank Full time

    Job SummaryAs the Executive Vice President of Financial Management, you will be responsible for leading the financial management and strategy aspects of Dacotah Bank's operations and development. You will oversee the expansion of the bank's fiscal capacity, provide leadership and coordination of the accounting, asset and liability management, budgeting and...


  • Aberdeen, Washington, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through comprehensive advice and customized solutions.Key Responsibilities:Provide financial planning and investment advice to clients to help them achieve their short and long-term financial goals.Recommend banking and investments...


  • Aberdeen, Washington, United States Dacotah Bank Full time

    Job SummaryAs the Executive Vice President of Financial Management, you will be responsible for leading the financial management and strategy aspects of Dacotah Bank's operations and development. You will oversee the expansion of the bank's fiscal capacity, provide leadership and coordination of the accounting, asset and liability management, budgeting and...


  • Aberdeen, Washington, United States Walmart Full time

    Job OverviewAs a Pharmacy Sales Associate at Walmart, you will play a vital role in providing exceptional customer service in our store pharmacies. You will be responsible for ensuring that our customers receive the best possible experience, from filling prescriptions to answering questions about our products.ResponsibilitiesProvide excellent customer...


  • Aberdeen, Washington, United States Walmart Full time

    Job OverviewAs a Pharmacy Sales Associate at Walmart, you will play a vital role in providing exceptional customer service in our store pharmacies. You will be responsible for ensuring that our customers receive the best possible experience, from filling prescriptions to answering questions about our products.ResponsibilitiesProvide excellent customer...

  • Senior Accountant

    3 weeks ago


    Aberdeen, Washington, United States Schwan Financial Group Full time

    Job OpportunityWe are seeking a highly skilled Senior Accountant to join our team at Schwan Financial Group in Aberdeen, SD. As a key member of our tax and accounting team, you will play a vital role in providing exceptional service to our clients.Key Responsibilities:Accumulate, analyze, and process financial accounting data to prepare tax plans, returns,...


  • Aberdeen, Washington, United States IST Management Full time

    Job Summary:IST Management is seeking a highly organized and detail-oriented Receptionist/Office Services Associate to join our team. As a key member of our front office, you will be responsible for providing exceptional customer service, managing the reception area, and performing various administrative tasks.Key Responsibilities: Greet and welcome guests,...


  • Aberdeen, Washington, United States Alchemy Financial Group Full time

    About the Insurance Agent PositionWe're seeking a motivated and competitive professional to join our team as an Insurance Agent at Alchemy Financial Group.As an Insurance Agent with Alchemy Financial Group, you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.Key Responsibilities:Identify opportunities...

  • Guest Service Manager

    4 weeks ago


    Aberdeen, Washington, United States LBA Hospitality Full time

    Job Title: Guest Service ManagerResponsible for overseeing the day-to-day operations of the Front Office, including personnel management, budget performance, and financial controls. The ideal candidate will possess excellent leadership skills, a strong work ethic, and a passion for delivering exceptional guest experiences.Key Responsibilities:Supervise and...

  • Tax Manager

    4 days ago


    Aberdeen, Washington, United States Schwan Financial Group Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at Schwan Financial Group. As a key member of our tax and accounting team, you will play a critical role in managing tax planning, compliance, and reporting for our clients.Key Responsibilities:Manage tax planning, compliance, and reporting for clientsMaintain strict client...


  • Aberdeen, Washington, United States LBA Hospitality Full time

    Job SummaryWe are seeking a highly skilled Guest Service Manager to join our team at LBA Hospitality. The successful candidate will be responsible for overseeing the day-to-day operations of the Front Office, ensuring exceptional guest experiences, and driving revenue growth.Key ResponsibilitiesSupervise and train a team of associates to deliver outstanding...

  • Service Lead

    3 weeks ago


    Aberdeen, Washington, United States The Bartell Drug Company Full time

    Lead Service Associate Job DescriptionAs a Lead Service Associate at Rite Aid, you will play a vital role in ensuring exceptional customer experiences and driving store operations. This is an exciting opportunity to develop your leadership skills and contribute to the success of our team.Key Responsibilities:Supervise and support Store Associates with daily...


  • Aberdeen, Washington, United States 7-Eleven Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at 7-Eleven Olympic Hwy. As a Sales Associate, you will be responsible for providing exceptional customer service, driving sales through effective communication, and maintaining a clean and customer-friendly store environment.Key Responsibilities:Provide prompt...


  • Aberdeen, Washington, United States Walmart Full time

    Job Summary:We are seeking a skilled Meat/Produce Team Associate to join our team at Walmart Supercenter #1968. As a key member of our Fresh team, you will be responsible for maintaining a fully stocked Fresh area, rotating product, and ensuring proper food safety standards. Your attention to detail and ability to work independently will be essential in...


  • Aberdeen, Washington, United States Ross Stores Full time

    Job SummaryThe Retail Associate is responsible for providing exceptional customer service and ensuring a positive shopping experience for our customers. This role involves maintaining a clean and organized store environment, processing transactions accurately, and assisting customers with their purchases.Key ResponsibilitiesProvide excellent customer service...


  • Aberdeen, Washington, United States Walmart Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Pharmacy Sales Associate to join our team at Walmart Supercenter #2037. As a Pharmacy Sales Associate, you will play a vital role in providing exceptional customer service and ensuring the smooth operation of our store pharmacy.Key ResponsibilitiesProvide outstanding customer service to our...


  • Aberdeen, Washington, United States Rite Aid Full time

    Position Overview:As a Lead Service Associate at Rite Aid, you will play a crucial role in enhancing the Health and Wellness of your community.Your primary responsibility will be to oversee Store Associates while facilitating daily operational activities. Key Responsibilities:- Guide and support Store Associates in their daily tasks.- Assist customers with...