Accounting / Small Business Associate
at Schwan Financial Group
Aberdeen, South Dakota, USA -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 22 Jan, 2025 | USD 25 Hourly | 22 Oct, 2024 | N/A | Computer Skills,Databases,Client Services,Client Confidentiality,Customer Experience,Interpersonal Skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
WHO WE ARE:
Schwan Financial Group was established in 1984 with clients now in 45 states. A financial based company with experts in portfolio management, estate planning, insurance, business and tax planning. We help people understand, grow, secure, enjoy and distribute their family legacy.
POSITION: ACCOUNTING / SMALL BUSINESS ASSOCIATE
Schwan Financial Group is seeking a full-time Accounting / Small Business Associate to join our expert team in our Aberdeen, SD office. Our family based culture is looking for the positive attitude that can enhance the ultimate customer experience and work together as a team. This person will play a key role in support of our small business accounting team. Must have good communication skills and be willing to provide support for customer inquiries with exceptional care and attention to details.
Pay: 22.00 - 25.00 DOE
QUALIFICATIONS:
- Excellent communication and interpersonal skills with the ability to build rapport with our clients.
- Ability to multi-task and manage time efficiently.
- Possess a high level of detail for processing customer related transactions.
- Strong problem solving skills and ability to remain calm under pressure.
- Strong computer skills, experience with use of MS Office 365, databases and Salesforce CRM.
- Experience in financial services industry or client services preferred but not required.
- Must be able to maintain client confidentiality at the highest professional and ethical manner.
- Be highly motivated with a willingness to learn, adapt and develop internal workings to provide the best customer experience.
Responsibilities:
- Entry level bookkeeping duties including payrolls, quarterly reports, sales tax returns, W-2 & 1099 processing
- Collect and maintain accurate client information
- Respond to client inquiries (emails, phone calls, mail)
- Prioritize workload to meet deadlines
- Use a client relationship management system to track activities
- Proactively assisting in client’s small business needs
- Bookkeeping/Payrolls in QuickBooks software.
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Accounts Management
Graduate
Proficient
1
Aberdeen, SD, USA
