Accounting Finance Coordinator

3 weeks ago


Riverside, California, United States SNQPA Richard Chow Full time
Job Overview

We are seeking a highly skilled Accounting Associate to join our team at SNQPA Richard Chow.

This is a full-time position with an estimated annual salary of $45,000 - $60,000 depending on experience.

Responsibilities
  • Transaction Processing: The Accounting Associate will be responsible for efficiently processing assigned items following transactional workflows.
  • Internal Inquiries: They will create and respond to internal inquiries to identify the placement of funds.
  • Collaboration: The associate will collaborate with team members to resolve open items and maintain internal communications to avoid discrepancies.
  • Escalation: They will proactively connect with leadership on items that need escalation or regional assistance.
  • Analysis: The associate will analyze incoming payments to correctly record items into out-of-broker management systems.
  • Task Management: They will ensure all tasks assigned are maintained updated and current to prevent a backlog.
  • Reconciliation: The associate will identify and process statements to apply commissions correctly and reconcile payments to carriers and brokers.
  • Payment Tracking: They will identify and track payment patterns.
  • Communication: The associate will build effective electronic correspondence that engages an effective partnership.
Requirements
  • A high school diploma or equivalent is required.
  • One year of experience in accounting/finance/customer service fields is preferred.
  • The associate must have excellent written and verbal communication skills.
  • They should be familiar with Microsoft Office Suite: Word, Excel, Outlook.
  • Strong analytical and problem-solving capabilities are essential.
  • Solid attention to detail is necessary.
  • The ability to work flexible hours based on business needs is also required.


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