Savage and Associates · 1 day ago
Staff Accountant
Maumee, OH
Full-time
Onsite
Mid Level
$60K/yr - $63K/yr
3+ years expSavage & Associates is celebrating its 10th consecutive year on Toledo Blade’s Top Workplace list and is excited to hire a Staff Accountant to join their team. This role is integral in supporting internal accounting practices and ensuring compliance with state licensing and appointment processes for advisors.
Financial Services
Responsibilities
Complete monthly bank reconciliations to ensure accuracy and integrity of financial data
Prepare and maintain financial statements
Reconcile credit card statements
Track and report production standings data
Process payroll journal entries and related accounting tasks
Manage billing activities, including:
Advisor billing
Client billing
Manage & oversee advisor state licensing and appointment processes to ensure proper commission payments
Handle ancillary benefit-related accounting processes
Process and reconcile direct pay transactions
Prepare, review, and file annual 1099s
Serve as a reliable accounting resource for advisors and their staff, responding promptly to inquiries and resolving issues
Ensure compliance with internal accounting procedures and best practices
Qualification
Required
Minimum of 3 years of accounting experience
Strong understanding of general ledger accounting and financial reporting
High level of accuracy and attention to detail
Ability to prioritize tasks and meet deadlines
Strong communication and interpersonal skills with a focus on internal client support
Proficiency in accounting software and Microsoft Excel
Preferred
Proficiency in Quickbooks strongly preferred
Benefits
401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Company
Savage and Associates
At Savage and Associates, we aim to simplify financial services, employee benefits and insurance to continuously meet the needs and interests of our clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
J.R. Toland
President & CEO
Marianne Peters
Chief Operating Officer
Company data provided by crunchbase