Financial Services Associate
4 days ago
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
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