
501 - 1000 employés
Fondée en 1997
💸 Finance
🛡️ Assurance
💰 €736 300 Funding Round en 2022-02
Finance • Insurance
En 1997, quatre conseillers partageant un espace de bureau ont découvert qu'ils partageaient également une conviction essentielle : le secteur des services financiers avait besoin d'une nouvelle méthode, plus efficace, pour fournir des conseils aux clients—une méthode qui aiderait à alléger le stress de la vie financière de leurs clients.
🕒 il y a 26 jours
🇺🇸 États-Unis – Télétravail
💵 $60 000 - $70 000 / an
⏰ Temps Plein
🟢 Junior
🟡 Intermédiaire
🧐 Analyste
👻 Score fantôme 0%
🗣️🇺🇸🇬🇧 Anglais requis
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501 - 1000 employés
Fondée en 1997
💸 Finance
🛡️ Assurance
💰 €736 300 Funding Round en 2022-02
Finance • Insurance
En 1997, quatre conseillers partageant un espace de bureau ont découvert qu'ils partageaient également une conviction essentielle : le secteur des services financiers avait besoin d'une nouvelle méthode, plus efficace, pour fournir des conseils aux clients—une méthode qui aiderait à alléger le stress de la vie financière de leurs clients.
• Gather variable compensation requirements and process semi-monthly compensation cycles for financial advisors • Analyze and update critical pre-processing Salesforce dashboard reports • Conduct pay period compensation review by payee • Maintain and update the compensation system, ensuring all new user financial agreements are accurately entered • Review, code, design, and test system configurations for accurate variable compensation calculations • Develop enhanced reporting, archival processes, and preprocessing dashboards • Assist in variable compensated advisor review and setup • Assist in diligence review and integration planning related to contracts, solicitor agreements, and employment agreements • Attend integration meetings and communicate relevant details across accounting teams • Coordinate with internal teams to help advisors plan for team compensation changes • Communicate directly with financial advisors to resolve compensation questions • Analyze compensation issues and recommend process or system designs • Assist teams with compensation-related inquiries and coordinate follow-up actions
• Bachelor's degree or equivalent experience in accounting, business, or a related field • Minimum of 2 years of business experience; experience in accounting, audit, or compensation processing preferred • Proficiency in Microsoft Office Suite • AI literacy, including the ability to utilize and adapt to AI tools and technologies as part of daily work tasks • Ability to craft effective prompts and evaluate AI-generated content for accuracy and appropriateness • Ability to integrate AI tools to enhance productivity while maintaining quality standards • Comfort with learning new AI applications and understanding their appropriate use cases and limitations • Continued learning and adaptation to new AI tools and methodologies • Strong interpersonal and communication skills across all organizational levels • Experience communicating sensitive information • Superior attention to detail and problem-solving skills • Strong time management and organizational abilities • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems
• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution • Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability • Workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave • Paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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