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Summit Financial Group, Inc. · 11 hours ago

Accounting Clerk

Dallas, TX

Full-time

Onsite

Entry Level

2+ years exp

Summit Financial Group, Inc. is seeking an Accounting Clerk to maintain complete financial records. The role involves computing, classifying, and recording numerical data, as well as performing routine calculating and verifying duties related to financial transactions.

Financial ServicesInsurance

Culture & Values

Hiring Manager

David M. Stewart CLU®, ChFC®, CASL®, RICP®

Responsibilities

Sort and file commission statements for processing

Enter daily financial transactions into accounting software

Manage and log daily deposits and receivables

Operate computers programmed with accounting software to record, store, and analyze information

Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Code documents according to company procedures

Access computerized financial information to answer general questions as well as those related to specific accounts

Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers

Calculate and prepare checks for commissions, utilities, taxes, and other payments

Monitor status of loans and accounts to ensure that payments are up to date

Reconcile records of bank transactions

Recognize ways to improve processes and procedures and make them aware to leadership

Perform general office duties, such as filing, answering telephones, and handling routine correspondence

Recognize areas of weakness, provide suggestions, and update documentation for process improvement

Perform general and administrative duties as assigned

Qualification

Accounting softwareMicrosoft ExcelFinancial data entryQuickBooksMicrosoft Power BIProcess improvementGeneral office duties

Required

2 years of relevant work-related experience

Experience Using Microsoft Office Suite with emphasis in Excel required

Preferred

Experience with QuickBooks preferred

Experience with Microsoft Power BI preferred

Bachelor's degree preferred

Company

Summit Financial Group, Inc.

At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients.

Founded in 1987

Dallas, Texas, USA

51-200 employees