Staff Accountant

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🕒 vor 1 Monat

🗽 New York – Remote

🗽 New York – Remote

💵 $21 - $29 / Stunde

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

💲 Buchhalter / Buchhaltung

Jetzt Bewerben

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EPIC Retirement Plan Services

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

💸 Finanzen

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

EPIC Retirement Plan Services ist ein in den USA ansässiger Anbieter von Dienstleistungen zur Verwaltung und Administration von Ruhestandsplänen, der umfassende Ruhestandslösungen und damit verbundene Services für Pläne-Anbieter, Finanzberater, Banken & Treuhandgesellschaften und Drittdienstleister bietet. EPIC bietet Plan-Design und Administration, Leistungszusage und aktuarielle Beratung, Verwaltung für DC-Pläne, Pläne mit mehreren Arbeitgebern (MEPs/PEPs), HSAs (MyHSA) sowie eine proprietäre Teilnehmer-Technologieplattform (GoRetire) inkl. mobiler Apps und White-Label/Branded-Lösungen an. Das Unternehmen legt Wert auf Compliance-Unterstützung, Payroll-Integration, Teilnehmerbildung und partnerorientierten Service und gibt an, ca. 9. 500 Pläne, 37 Milliarden Dollar an Vermögenswerten und 400. 000 Teilnehmer mit einem Team von mehr als 300 Rentenprofis zu betreuen.

Beschreibung

• Assist team members and clients with fee related inquiries. • Worklog, reconcile and disburse fee submission. • Assist with Monthly and Quarterly Billing process and Account Receivables. • Prepare journal entries, coding vendor invoices, accounts analysis and reconciliation, closing books and setting up new accounts on a monthly basis. • Reconcile bank statements, verify deposits, address questions and problems and prepare general ledger reconciliations on a monthly basis. • Monitor accounts receivables collection from sponsors and or institutions and reconcile customer accounts. • Maintain client contracts with appropriate supporting material. Update records as necessary. • Perform other duties as requested.

🎯 Anforderungen

• Bachelor's Degree in Business, Accounting or Finance • two (2) years of accounting experience or an equivalent combination of education and experience • Knowledge of automated financial accounting reporting systems. • Proficiency in Microsoft Office Software, financial software, and database applications. • Ability to solve complex problems and provide successful solutions. • Highly detailed and organized, able to work independently and meet a consistent stream of deadlines. • Ability to read and interpret documents such as procedure manuals and technical procedures. • Ability to communicate effectively with other employees throughout the firm as needed.

🏖️ Vorteile

• Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. • Parental Leave : Six weeks of paid leave at 100% of your salary. • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. • Dental and Vision Coverage : Ensuring your overall health and well-being. • Flexible Spending Accounts : For healthcare and dependent care expenses. • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. • Voluntary Benefits : Including hospital, accident, and critical illness coverage. • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. • Adoption Assistance : Supporting your growing family. • Tuition Reimbursement : Invest in your education and career growth. • Employee Assistance Program (EAP) : Access to support and resources. • Pet Insurance : For all your furry friends. • Financial and Banking Services : Various banking services benefits and financial planning assistance.