What are the responsibilities and job description for the Bookkeeping and Accounting Specialist - RIA Firm - Waukesha, WI position at Advisor Employee Services?
Bookkeeping and Accounting Specialist
Do you have a passion for accounting and finance, delivering superior service while being a key player in the essential daily functions of a successful office? Our established financial services firm located in Waukesha, Wisconsin is looking for an experienced Bookkeeping and Accounting Specialist. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will be responsible for day-to-day financial processes, assisting with vendor relationships and implementing efficient accountant processes and procedures. A strong work ethic, attention to detail and experience overseeing and leading projects will be required. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!
Our expectations are high, the compensation package is generous, our culture is a top priority, and we take care of our employees and customers. You will have ample support, coaching and time to understand and master the various deliverables required.
The ideal candidate is happy where he / she is currently employed but is interested in a more self-directed work environment and responsibility. We would like to hire someone who is interested in a career, not a job, who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized, detail-oriented, and efficient with a commitment to accuracy.
Minimum Requirements :
- This is a fully onsite position in Waukesha, WI. Please only apply if you live near the Waukesha area or are willing to commute to Waukesha.
- Bachelor's degree in accounting or equivalent practical experience for a minimum of two years.
- In-depth understanding of accounting principles and best practices, with proven knowledge of accounts payable and receivable processes. Demonstrate sound judgment and adherence to accounting best practices.
- Highly proficient in using accounting software, showcasing a high level of accuracy and organizational skills.
- Experience using Google Suite of products
- Experience using QuickBooks software
This position requires that you possess the following skills :
Responsibilities
Salary :
We are looking for "A" players who want to learn and become part of a fast-paced, growing firm. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Money for Nothing
Start with three weeks paid time-off each year and earn more.
Additional Days Off
When we meet our goals, we prefer to give employees extra days off. We prefer to give employees extra days off.
Retirement
We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $23,000 per year and get a 3% match on top of that. Are you 50 ? You can contribute an additional $7,500 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA. We know a lot about money, it's what we do!
Let's Stay Healthy
Group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We offer health, dental, vision and life insurance.
Hungry?
Free Lunches provided for weekly team building
Free coffee, tea, sodas, water and hot cocoa - all on-site
Want To Lend a Hand?
We support local charities financially and with paid time-off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.
How Do I Get There?
Waukesha location is just off the Guerke's corner exit on I-94
Wow, You're Smart!
We'll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation!
Want to get your CPA license? Let's do it!
Let's have fun!
Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!
Paid-for Annual Trips
Company hits our goals, let's all travel together!
Presented by Advisor Employee Services Thank you for your interest in the Bookkeeping and Accounting Specialist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https : / / aesplacement.com / . We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $50,000 - $65,000
