Financial Services Assistant

3 weeks ago


Xenia, Ohio, United States Montgomery Insurance and Investments Agency, Inc. Full time
Accounting Clerk Job Summary: Montgomery Insurance and Investments Agency, Inc. is seeking a skilled Accounting Clerk to support the agency's management and employees on various accounting-related tasks.

The ideal candidate will possess excellent communication skills, be proficient in Microsoft Office, and have experience with accounting software such as Salesforce, Accounting Seed, and QuickBooks. The selected candidate will work closely with the agency's management team to track commissions, prepare financial statements, and engage in continuous improvement projects.

We offer a competitive salary of $58,000 - $68,000 per year, depending on experience, plus benefits and opportunities for professional growth. If you are a detail-oriented individual who excels in a fast-paced environment, please consider applying for this exciting opportunity.

Key Responsibilities:
  • Track and document commissions paid to the Agency and Producers on a monthly basis
  • Prepare and review financial statements on a monthly basis
  • Engage in ad-hoc report preparation as requested by management
  • Participate in continuous improvement projects to enhance agency processes


Requirements:
  • 1-2 years of accounting/bookkeeping experience preferred
  • Proficient in Microsoft Office and accounting software
  • Ability to work independently with minimal supervision
  • Strong written and verbal communication skills


We are an equal opportunity employer.

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