Accounting, Brokerage, Communication Skills, Database Administration, Detail Oriented, Finance, Mergers and Acquisitions, Microsoft Excel, Presentation/Verbal Skills, Reconciliation, Revenue/Sales Reporting, Securities and Exchange Commission (SEC), Unapplied Cash, Writing Skills
- Location: Urbandale, IA
- Duration: 6 Months
Responsibilities:
- Clear unapplied or unidentified cash.
- Follow up on changes to the broker of record with providers.
- Apply fees and other fee payments in internal system.
- Maintain database of carriers, carrier contacts, client name, client code or short name, account #, policy # or other identifying information for efficient commission application.
- Work with Supervisory Principal and Reps for revenue reporting and investigating missing commissions.
- Liaise with various internal stakeholders to identify and correct reconciliation issues between internal systems.
- Prepare posting reconciliation between bank receipts and cash postings to ensure completeness and accuracy.
- Respond to Audit Requests (Company, SEC, D&T, AML, Internal).
- Convert new businesses/acquisitions onto the company platform.
Requirements:
- HS degree or equivalent.
- Proficiency with MS Excel.
- Strong communication skills both written and verbal.
- High attention to detail.
- Engaged and motivated attitude.
Preferred Skills:
- Bachelor’s degree in finance, accounting, or related discipline.
- Minimum 1 year of accounting/finance experience.
Benefits:
- Opportunity to grow knowledge of the industry through partnerships with various internal stakeholders.
- Excellent opportunities for long-term growth within the company.
- Competitive benefits including medical, dental, vision, 401k, and generous paid time off.
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Axelon Services Corporation