In this role, you will be responsible for a variety of tasks related to financial transactions, payment processing, discrepancy resolution, and supporting Account Managers. Your meticulous attention to detail, strong customer service and problem-solving skills will be required to complete this role. .
Your Impact:
Identify and resolve any discrepancies in financial transactions
Handle exceptions related to operating and trust accounts
Manage returned checks and review and offset transactions and facilitate interoffice bank transfers as needed
Monitor and manage aged receivables
Assist with ad hoc projects as assigned by management to support departmental goals and initiatives.
Successful Candidates Will Have:
- Bachelor's degree in Accounting, Finance, or related field (preferred); 2+ years of experience in accounts receivable or related financial analysis role
- Proficiency in using accounting software and Microsoft Office Suite
- Adaptability to changing processes and willingness to learn.
Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $26.50 - $31.25 per hour. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page:
www.risk-strategies.com/careers
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