What are the responsibilities and job description for the Bookkeeper/Financial Case Manager position at Retirement Income Planning llc?
The Firm: Retirement Income Planning llc is a full-service financial services firm with offices in Madison and Milwaukee. The main office is located in Madison off of Interstate 94 near East Towne Mall. Our firm places a strong emphasis on the values of integrity, confidentiality, sophisticated analysis and planning, accuracy, and excellent client services. This position is an excellent opportunity to work in a growing and vibrant financial planning firm.
I. Prerequisites:
1) Demonstrable bookkeeping skills/experience
2) A background in the financial services industry preferred
3) A clean background check
II. Skill Set – This position requires the following skill set:
1) Knowledge of basic mathematics, accounting, and bookkeeping
2) Minimum 4 years bookkeeping experience
3) Organizational and process skills
4) Strong competency in written and verbal communication
5) Strong attention to detail, accuracy, correct grammar, and spelling
6) Complete work on a timely basis
7) Ability to work as a team member
8) Proficiency in Microsoft Office
9) Prior use of a CRM system
10) Proficiency in QuickBooks Online
III. Work Responsibility – The responsibilities of the position include the following:
1) Maintain expenses and revenue records for the firm, produce monthly budget variations, and profit and loss reports
2) Interact and communicate with corporate accountant
3) Process bi-weekly payroll
4) Assist financial advisors with financial planning activities
5) Provide customer support to clients and prospects
6) Process account applications, including securities applications
7) Assist team members with preparation for events
8) Maintain efficient and accurate records and files.
IV. Pay: Commensurate with experience.
V. Benefits:
Retirement savings plan with employer match
Paid vacation
VI. Hours:
40 hours per week (8:00am-4:30pm Mon-Fri)
Occasionally will need to work hours outside of normal office hours for special events
VII. Requirements:
1) References and current resume
2) A background in the financial services industry
3) Willingness to sign a confidentiality agreement
4) Professional attitude and demeanor
Website: retirementincomeplanningllc.com
Job Type: Full-time
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Ability to Commute:
- Madison, WI 53718 (Required)
Work Location: In person