financial assistant

The First Presbyterian Church Midland, Texas

<p><b>Job Summary</b></p><p>The Financial Assistant provides administrative and financial support to the church by managing routine accounting tasks, maintaining financial records, and assisting with budgeting and reporting. This role helps ensure that all contributions, expenses, and financial activities are handled accurately, confidentially, and in alignment with church policies and applicable regulations.</p><p><b>Job Responsibilities</b></p><ul><li>Record and maintain accurate financial transactions, including donations, expenses, and reimbursements</li><li>Assist with weekly and monthly deposit preparation and reconciliation</li><li>Manage accounts payable and receivable, including processing invoices and issuing payments</li><li>Support payroll processing and maintain employee records</li><li>Prepare financial reports for leadership, finance committee, and board meetings</li><li>Assist in the development and monitoring of the annual church budget</li><li>Maintain donor contribution records and prepare year-end giving statements</li><li>Ensure compliance with internal financial policies and applicable regulations</li><li>Assist with annual audits or financial reviews</li><li>Maintain organized and secure financial files and documentation</li><li>Possess a working knowledge of church software programs such as Church Community Builder, Ramp, Sage, and Martus.</li><li>Assist the Controller and Financial Manager as directed</li></ul><p><b>Desired Qualifications</b></p><ul><li>Be a faithful follower of Jesus Christ with a willingness to be helpful and supportive of others in their spiritual journeys.</li><li>Know and commit your support to the FPC mission statement and values, including the staff covenant.</li><li>Proficient skills in Microsoft Office Suite and Google Suite.</li><li>Associate&rsquo;s degree in Accounting, minimum.</li><li>Effective interpersonal and communication skills.</li></ul><p>Pay: $20.00 - $25.00 per hour</p><p>Benefits:</p><ul><li>Employee discount</li><li>Professional development assistance</li><li>Retirement plan</li></ul><p>Work Location: In person</p>

Financial Assistant

Souder Miller & Associates

<div><p><b>Growing, Succeeding and Designing Our Future Together</b></p>
<p>
We are looking for future team members who are excited to make an impact. As an <b>employee-owned company,</b> we are dedicated to the betterment of our clients, our communities, and our employees. Your contribution is key to the quality of service SMA delivers. Throughout your career with SMA, there will be opportunities for you to improve the skills you need to achieve your professional goals. We encourage you to explore innovative ways to develop solutions while collaborating with team members inside and outside the organization by providing the framework for you to find success.</p>
<p>
We don't just talk about being client-focused; the engineers, scientists, surveyors, technicians and other professionals at SMA live and breathe it. After all, we are members of the communities we help.</p>
<p><b>
Why Join Us?</b></p>
<ul>
<li><b>Ownership &amp; Impact:</b> Experience the unique advantage of employee ownership, where your contributions directly shape our company's future.</li>
<li><b>Community Focus:</b> We're deeply committed to the communities we serve. Our engineers, scientists, surveyors, and professionals are dedicated to delivering innovative solutions that make a real difference.</li>
<li><b>Growth &amp; Development:</b> We invest in your professional growth, providing opportunities to expand your skills and collaborate with a dynamic team.</li>
<li><b>Proven Excellence:</b> With a legacy dating back to 1985, SMA is a leading engineering firm, renowned for our commitment to infrastructure, water safety, environmental remediation, and more.</li>
</ul>
<p><b>SUMMARY:</b></p>
<p>
Under the supervision of the Lead Project Financial Assistant (PFA), Project Financial Assistant I-II assists and provides the support and service operations and functions of the organization&rsquo;s financial and administrative systems. PFA I-II works closely with Project Managers to administer financial aspects of projects.</p>
<p><b>
RESPONSIBILITIES:</b></p>
<ul>
<li>Accurately and completely initialize projects in the company financial system.</li>
<li>Assists with budget in the financial systems. Works closely with Project Managers to ensure early warning of potential over-runs. Re-allocates budgets as required.</li>
<li>Prepares billing reviews, draft invoices, and monthly reports for PM&rsquo;s monthly to review and ensure that all charges are in the correct phases and/or time is accurately charged.</li>
<li>Provides analysis of Work in progress (WIP), billings, collections and receivables.</li>
<li>Assists Project Manager (PM) in tracking out-of-scope work to ensure that change orders are prepared and executed when needed.</li>
<li>Prepares and distributes weekly/monthly office reports and drive actions to resolve indicated issues.</li>
<li>Prepares invoices with the goal of billing every project every month.</li>
<li>Drives action to bring number of days billings in WIP and accounts receivables (AR) to company goal.</li>
<li>Prepares and routes documentation both inside and outside of company, to drive billings and assist collections.</li>
<li>Proactively initiates contact with customers to resolve issues.</li>
<li>Assists Project Manager in the preparation of Subconsultant Master Service Agreements and Task Orders.</li>
<li>Processes Vendor/Subconsultant invoices to ensure current Subconsultant MSAs, insurance and payment terms are in compliance with the company policies.
</li><li>Monitor payment of Vendor/Subconsultant invoices.
</li><li>Enters in-house project expenses.</li>
<li>Processes contract changes/amendments in the financial system with prior approval.
</li><li>Attending Soft Close, WIP Aging and AR aging meetings as needed.
</li><li>Prepare pay applications and reimbursement forms when needed.</li>
<li>Familiar with Ajera inquiries, widgets, and reporting features.</li>
<li>Works closely with Project Managers on all of the above and any other required tasks to ensure projects are maintained.</li>
<li>Work with marketing to provide up to date data for proposals.</li>
<li>Collects credit card payment information and route for processing.</li>
<li>Prepare cover letters and invoices of the projects to submit to client.</li>
<li>Assist Project Managers (PMs) with information they need, i.e., reports, past projects information, past invoices.</li>
<li>Code Accounts Payable (AP) invoices, scan, and email to AP.</li>
<li>Support technical sectors and client communities in whatever they need, i.e., proposals, time management, work schedules, budgets, and whatever else they may request.</li>
<li>Uses data entry equipment/software to record assigned data.</li>
<li>Schedule monthly meetings for the Tech Sector Manager and attend meetings as needed basis.</li>
<li>Notarizes paperwork, when needed.</li>
<li>Assists with audit and overhead submittal paperwork.</li>
<li>Complies with all applicable safety guidelines and standards.</li>
<li>Administrative
<ul><li>Timesheets- Complete personal timesheets in a timely manner with accurate and complete accounting for all activities.</li>
<li>Clerical duties to include scanning, filing, documentation, data entry.</li>
<li>Answer phone inquiries and provide information to clients as requested.</li>
</ul></li><li>Relationship Building
<ul><li>Treat co-workers and clients with respect and courtesy including good interpersonal skills.</li>
</ul></li><li>Able to exhibit high level of confidentiality.</li>
<li>Maintain professional appearance and demeanor.</li>
<li>Performs other duties as assigned.</li>
</ul>
<p><b>SALARY:</b> $22.00-$28.00 (Hourly)</p>
<p><b>
TRAVEL: </b>None</p>
<p><b>
JOB REQUIREMENTS:</b></p>
<ul>
<li>High school diploma or GED required.</li>
<li>Associates or bachelor&rsquo;s degree in Accounting, Finance or related field is preferred.</li>
<li>Minimum of 2 years&rsquo; related experience or the equivalent thereof.</li>
<li>Minimum of 1 year&rsquo;s Accounting based software experience preferred.</li>
<li>Preferred prior experience with an engineering and/or architecture firm.</li>
<li>Must have a valid driver's license and acceptable driving record.</li>
<li>Must be able to pass drug and alcohol test.</li>
</ul>
<p><b>Please note: We are unable to offer visa sponsorship for this position. Candidates must be authorized to work in the United States without current or future sponsorship.</b></p>
<div><b>
BENEFITS:</b></div>
<div><ul><li>Health, Dental, Vision, 401K Retirement Plan, Employee Stock Options (ESOP), Life/ADD/Short Term/Long Term Insurance, ID Theft Protection, Voluntary Insurance, FSA, Dependent Care.</li>
<li>Employee wellness program, employee assistance program, cell phone reimbursement, flexible work schedule.</li>
<li>Paid Time Off (PTO), Jury Duty Pay.</li>
<li>Education Reimbursement and Professional dues.</li>
</ul>
</div><div><div><p><b>PHYSICAL DEMANDS:</b></p>
<p>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.</p>
<p>
While performing the duties of this job, the employee is required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; talk or hear; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must be able and willing to frequently lift and/or move 25 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.</p>
<p><b>
WORK ENVIRONMENT:</b></p>
<p>
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.</p>
<ul>
<li>While performing the duties of this job, the employee occasionally works in outside weather conditions.</li>
<li>The noise level in the work environment is usually moderate.</li>
</ul>
</div></div><div></div><div><div><p><b>Why SMA?</b><br>
Since 1985, <b>Souder, Miller &amp; Associates</b> has been a leader in providing engineering, survey, and environmental solutions across New Mexico. As the third-largest engineering firm in New Mexico, we pride ourselves on delivering innovative and sustainable solutions to complex challenges, from designing public infrastructure to environmental remediation. Our employee-driven culture fosters a <b>sense of ownership</b> and <b>community</b> where everyone&rsquo;s contribution is recognized and valued.</p>
<p>
At SMA, <b>you&rsquo;re not just a team member</b> &ndash; you&rsquo;re an integral part of our journey to success, a mentor to the next generation of engineers, and a leader who shapes the future of the communities we serve.</p>
<p><b>
If you&rsquo;re ready to make a lasting impact, drive innovation, and grow with an employee-owned firm, we want to hear from you. Apply now to be part of our legacy.</b></p></div></div></div>

Project Financial Assistant I-II

Brown Insurance Services Inc.

<div>
 <strong>
  Join Brown Insurance Services
  <br/>
  <br/>
 </strong>
 <strong>
  <strong>
   Part-Time Bookkeeper / Financial Assistant
   <br/>
   <br/>
  </strong>
 </strong>
 Are you a highly organized, solutions-focused professional who thrives on problem-solving and independence? Do you enjoy digging into financial details, resolving discrepancies, and creating clarity where others see complexity? If so, we&rsquo;re looking for you.
 <br/>
 <br/>
 At Brown Insurance, we need someone who can not only handle day-to-day bookkeeping tasks but also take ownership of investigating and resolving financial questions across multiple systems. This role is designed for someone who enjoys researching, connecting dots, and delivering answers that make life easier for leadership and the team.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Manage day-to-day bookkeeping using QuickBooks.
  </li>
  <li>
   Track, process, and reconcile client payments across carriers, finance companies, and our agency management system (EPIC).
  </li>
  <li>
   Submit payroll and ensure commission payouts are properly allocated to producers and staff.
  </li>
  <li>
   Work with management and remote bookkeeping support to align financial records.
  </li>
  <li>
   Provide accurate reports for our CPA, converting data outputs into QuickBooks.
  </li>
  <li>
   Research and resolve financial discrepancies independently, presenting solutions rather than problems.
  </li>
  <li>
   Handle incoming checks, invoices, and other financial documents that require in-office attention.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Proven bookkeeping experience with proficiency in QuickBooks (required).
  </li>
  <li>
   Strong problem-solving skills with a &ldquo;find the answer&rdquo; mindset.
  </li>
  <li>
   Exceptional organizational skills and attention to detail.
  </li>
  <li>
   Ability to work independently, research issues, and present solutions.
  </li>
  <li>
   Comfortable working in a digital, paperless environment.
  </li>
  <li>
   Payroll and commission reconciliation experience strongly preferred.
  </li>
  <li>
   Insurance industry or Applied Epic experience a plus (ideal candidate).
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Schedule &amp; Pay:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Part-time: 20 hours per week
  </li>
  <li>
   Preferred schedule: Monday&ndash;Friday, 8:30 AM &ndash; 12:30 PM (flexible within office hours: 8:30 AM &ndash; 5:00 PM).
  </li>
  <li>
   Pay: $20&ndash;$25 per hour, based on experience.
  </li>
  <li>
   No benefits offered for this role.
   <br/>
   <br/>
  </li>
 </ul>
 Brown Insurance Services has been proudly serving Florida since 1974 as a family-owned, independent agency. We represent over 80 carriers and are committed to delivering outstanding service while creating a positive, growth-minded environment for our team.
 <br/>
 <br/>
 Powered by JazzHR
</div>


Part-Time Bookkeeper / Financial Assistant

South Dakota Board of Regents

<p></p><div><div><div><div><div><div><b>Working Title</b></div> <div>Financial Program Assistant</div>
</div><br>
<div><div><b>Posting Number</b></div> <div>CSA02631P</div>
</div><br>
<div><div><b>Department</b></div> <div>SDSU-Academic Shared Service Center</div>
</div><br>
<div><div><b>Physical Location of Position (City)</b></div> <div>Brookings</div>
</div><br>
<div><div><b>Posting Text</b></div>
<div><div>Are you a detail-oriented professional who enjoys working with numbers and building strong working relationships? Join the SDSU Academic Shared Service Center (ASSC) as a Financial Program Assistant, where you&rsquo;ll support the financial operations of academic and research units through accurate fiscal analysis, budgeting, and accounting services. This role works closely with department heads, directors, and the ASSC Director to provide timely, professional, and customer-focused support that advances the instructional, research, and service goals of the College of Arts, Humanities &amp; Social Sciences, College of Education &amp; Human Sciences, College of Natural Sciences, College of Nursing, College of Pharmacy and Allied Health Professions, and Jerome J. Lohr College of Engineering. This position is located in <b>Brookings, South Dakota</b>.
<br>
<br>
<b>Must be authorized to work in the U.S. Sponsorship is not available for this position.</b><br>
<br>
<b>Job Responsibilities:</b></div><ul>
<li>Collaborate with department heads, directors, and the ASSC Director to perform fiscal analysis, budgeting, and accounting for assigned academic and research units.</li>
<li>Deliver timely, professional financial services that support the instructional, research, and service missions of units served.</li>
<li>Provide excellent customer service through responsive, accurate, and solution-oriented support.</li>
<li>Maintain effective working relationships and frequent communication with unit leaders to ensure financial needs are understood and addressed.</li><br>
<p></p>
</ul><div>
<br>
<b>Benefits:</b>
<br>
<br>
<b>SDState offers a wide range of excellent benefits</b> including medical, dental, and flexible benefits, retirement plans, compensation packages, paid holidays, and vacation leave. We offer a generous retirement plan that includes 6% matching, 10 hours of annual leave each month, 9.34 hours of sick leave each month, and eleven paid holidays. Employees also have access to internal and state-sponsored training as well as reduced tuition for state-supported courses at all State of South Dakota academic institutions. Relocation benefits are available per university&rsquo;s guidelines.<br>
<br>
<b>Knowledge, Skills &amp; Abilities:</b><br>
</div><div><i>Knowledge of:</i></div><ul>
<li>Budget and reporting practices</li>
<li>Finance and accounting practices.</li>
<li>Computer software applications and systems (Word, Excel, Outlook)</li>
<li>Database development and maintenance</li>
</ul><div></div><div>
<i>Skill &amp; Ability to</i>:</div><ul>
<li>Interpret, comprehend, and apply laws, rules and regulations for institution, state, federal and a variety of funding agencies.</li>
<li>Research, compile, and analyze data.</li>
<li>Provide high level of accuracy with attention to detail.</li>
<li>Prioritize projects to meet competing deadlines.</li>
<li>Maintain effective working relationships.</li>
<li>Communicate information clearly, concisely, and accurately.</li>
</ul><div></div><div>
<b>Application Procedures:</b>
 This system will guide you through the electronic application form. This employment site will also require the attachment of a cover letter, which should specifically address how the candidate meets the qualifications as outlined in the advertisement, resume, and a reference page with the contact information for three professional references. Email applications will not be accepted.</div><div>
</div><div>
Any offer of employment is contingent on the university&rsquo;s verification of credentials and other information required by law and/or university policies, including but not limited to, successful completion of a criminal background check. SDState is a tobacco free environment. It is the policy of the University to maintain a drug-free environment and to thereby establish, promote, and maintain a safe and healthy working and learning environment for employees and students. This position is subject to South Dakota State University&rsquo;s Drug and Alcohol Testing Policy 4:14.</div></div>
</div><br>
<div><div><b>Posting Date</b></div> <div>03/16/2026</div>
</div><br>
<div><div><b>Closing Date</b></div> <div>03/30/2026</div>
</div><br>
<div><div><b>Open Until Filled</b></div> <div>No</div>
</div><br>
<div><div><b>First Consideration Date</b></div>
</div><br>
<div></div><div><div><b>Advertised Salary</b></div> <div>$20.89 - $23.49/Hour, depending upon qualifications, plus benefits
</div></div><br>
<div><div><b>Duration of the Term</b></div> <div>12 months</div>
</div><br>
<div><div><b>If Other, describe duration</b></div>
</div><br>
<div></div><div><div><b>Appointment Percent</b></div> <div>100</div>
</div><br>
<div><div><b>Work Hours</b></div>
<div>8 am &ndash; 5 pm; M-F</div>
</div><br>
<div><div><b>Typical Hours Worked Per Week</b></div>
</div><br>
<div></div><div><div><b>Appointment Type</b></div> <div>Regular</div>
</div><br>
<div><div><b>Scope of Search</b></div> <div>External (includes Internal)</div>
</div><br>
<div><div><b>If internal, define scope of search</b></div>
</div><br>
<div></div><div><div><b>This position requires</b></div> <div>No Requirement</div>
</div><br>
<div><div><b>If other, please indicate</b></div>
</div><br>
<div></div><div><div><b>Department Description and Cultural Expectations</b></div>
<div><b>SDState</b> is the state&rsquo;s largest, most comprehensive university with over $84 million annual research expenditures, more than 200 academic programs and an enrollment of approximately 12,000 students. The university is part of a <b>dynamic community</b> for families, students, young professionals, and retirees, which offers an abundance of attractions and activities.</div>
</div><br>
<div><div><b>Equal Employment Opportunity Statement</b></div>
<div>South Dakota State University promotes access to and opportunities for all to receive the benefit of and participate in education, research, and service and is especially interested in candidates that can contribute to this land-grant access mission. SDSU is an equal opportunity employer. All qualified applicants will receive consideration without regard to, and SDSU prohibits unlawful discrimination of all legally protected classes in the offering of all educational programs and employment. Arrangements for accommodations required by disabilities can be made by emailing <b>HR@sdstate.edu</b>. Individuals with concerns regarding discrimination should contact: Equal Opportunity Officer/Title IX Coordinator, Human Resources, Morrill Hall 100, SDSU, Brookings, SD 57007. Phone: (605) 688-4128.</div>
</div><br>
<div><div><b>Contact Information</b></div>
<div>For additional information regarding this position or questions about the online application process, please contact Erin Staniszewski at 605-688-4041.</div></div></div></div></div></div>

Financial Program Assistant

Independence Bank

<div><div><div><div><div><div><div><p><b>Financial Sales Assistant</b></p></div></div><p></p><ul><li><br>
Position can be based out of Hopkins, Henderson or Webster counties in Kentucky. It is not eligible for remote work.</li></ul><div><div><p><b>
Job Code</b><br>
<b>FSASST</b></p><p><b><br>
Job Family</b></p><p><b><br>
Supervisory</b></p></div></div><p></p><div><div><p><b><br>
Job Summary</b></p></div><div><div><div><p><br>
This position is responsible for performing operational support and administrative duties for multiple Financial Advisors. Tasks range from simple to complex.</p></div></div></div></div><p></p><div><div><p><b><br>
Essential Functions, Duties and Responsibilities include, but are not limited to:</b></p></div><div><div><div><div><br>
<ul><li>
Works with Financial Advisors and customers to process and complete customer requests</li></ul></div><div><br>
<ul><li>
Prepares new account documents and sets up new accounts on accounting system</li></ul></div><div><br>
<ul><li>
Prepares invoices, reports, memos, letters, financial statements, and other documents within word processing, spreadsheet, database, or presentation software</li></ul></div><div><br>
<ul><li>
Conducts research, compiles data, and prepares papers for consideration and presentation by executives, committees, and boards of directors</li></ul></div><div><br>
<ul><li>
Performs administrative tasks, including scanning, copying and printing</li></ul></div><div><br>
<ul><li>
Performs set up and maintenance of accounts and securities</li></ul></div><div><br>
<ul><li>
Processes trades, transfers and dividend payments</li></ul></div><div><br>
<ul><li>
Processes distributions and prepare receipts for customers</li></ul></div><div><br>
<ul><li>
Processes bond issues</li></ul></div><div><br>
<ul><li>
Processes tax payments and returns</li></ul></div><div><br>
<ul><li>
Balances daily work items</li></ul></div><div><br>
<ul><li>
Orders supplies, maintains records database systems, and performs basic bookkeeping work</li></ul></div><div><br>
<ul><li>
Files and retrieves corporate documents, records, and reports</li></ul></div><div><br>
<ul><li>
Opens, sorts, and distributes incoming correspondence, including faxes, email, and phone calls</li></ul></div><div><br>
<ul><li>
Processes retirement plan contributions, distributions, allocations, and tax reporting</li></ul></div><div><br>
<ul><li>
Organizes client meetings and community events</li></ul></div></div></div></div></div><p></p><div><div><p><b><br>
Education, Experience and Qualifications</b></p></div><div><div><div><p><b><br>
Education</b></p></div><div><div><div><p><b><br>
Required/Preferred</b></p><p><b><br>
Education Level</b></p><p><b><br>
Description</b></p></div><div><p><br>
Required</p><p><br>
High School or GED</p></div><p></p><div><p><br>
Preferred</p><p><br>
Associate Degree</p><p><br>
Degree in business, accounting, or related field preferred</p></div></div></div></div></div><div><div><div><p><b><br>
Years of Experience</b></p></div><div><div><div><p><b><br>
Minimum</b></p><p><b><br>
Comments</b></p></div><p></p><div><p><br>
No experience required; customer service and/or clerical experience preferred</p></div></div></div></div></div><div><div><div><p><b><br>
License / Certification</b></p></div><div><div><div><p><b><br>
Required/Preferred</b></p><p><b><br>
License / Certification</b></p><p><b><br>
Description</b></p></div></div></div></div></div><p></p><div><div><div><p><b><br>
Additional Qualifications</b></p></div><div><div><br>
<ul><li>
Computer competency and experience with Microsoft Word and Excel required</li></ul></div></div></div></div></div><p></p><div><div><p><b><br>
Core Competencies</b></p></div><div><div><div><div><br>
<ul><li>
Accuracy and attention to detail</li></ul></div><div><br>
<ul><li>
Customer service skills</li></ul></div><div><br>
<ul><li>
Clerical and administrative skills, including data entry</li></ul></div><div><br>
<ul><li>
Knowledge of recordkeeping and bookkeeping principals</li></ul></div><div><br>
<ul><li>
Computer skills</li></ul></div><div><br>
<ul><li>
Oral and written communication skills</li></ul></div><div><br>
<ul><li>
Interpersonal skills</li></ul></div><div><br>
<ul><li>
Ability to understand and follow directions</li></ul></div><div><br>
<ul><li>
Ability to multi-task and meet deadlines</li></ul></div></div></div></div></div><p></p><div><div><p><b><br>
Working Conditions</b></p></div><div><div><div><p><b><br>
Working Conditions</b></p></div><div><div><p><br>
Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises.</p></div></div></div></div><div><div><div><p><b><br>
Travel Requirements</b></p></div><div><div><div><p><b><br>
Requirement</b></p><p><b><br>
Frequency</b></p></div><p></p><div><p><br>
Never or Rarely</p></div></div></div></div></div><div><div><div><p><b><br>
Mandatory Vacation</b></p></div><div><div><p><br>
Position requires incumbents to be off work for a minimum of five consecutive business days</p></div></div></div></div></div><p></p><div><div><p><b><br>
Physical Requirements</b></p></div><div><div><div><div><p><b><br>
Requirement</b></p><p><b><br>
Frequency</b></p></div><div><p><br>
Sitting (remaining in a seated position)</p><p><br>
Constantly</p></div><div><p><br>
Standing (remaining on one&rsquo;s feet in an upright position without moving about)</p><p><br>
Occasionally</p></div><div><p><br>
Walking (moving about on one&rsquo;s feet)</p><p><br>
Occasionally</p></div><div><p><br>
Lifting (raising or lowering an object from one level to another)</p><p><br>
Occasionally</p></div><div><p><br>
Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder)</p><p><br>
Occasionally</p></div><div><p><br>
Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force)</p><p><br>
Never or Rarely</p></div><div><p><br>
Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral)</p><p><br>
Never or Rarely</p></div><div><p><br>
Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard)</p><p><br>
Constantly</p></div><div><p><br>
Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers)</p><p><br>
Occasionally</p></div><div><p><br>
Stooping (bending downward and forward by bending spine at the waist)</p><p><br>
Occasionally</p></div><div><p><br>
Squatting/Crouching (bending body downward and forward by bending legs and spine)</p><p><br>
Never or Rarely</p></div><div><p><br>
Kneeling (bending legs at knees to come to rest on knee(s))</p><p><br>
Occasionally</p></div><div><p><br>
Crawling (moving about on hand and knees or hands and feet)</p><p><br>
Never or Rarely</p></div><div><p><br>
Climbing (ascending or descending ladders, stairs, ramps)</p><p><br>
Occasionally</p></div><div><p><br>
Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly)</p><p><br>
Frequently</p></div><div><p><br>
Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically)</p><p><br>
Frequently</p></div><div><p><br>
Near Visual Acuity (clarity of vision at approximately 20 inches or less)</p><p><br>
Constantly</p></div><div><p><br>
Far Visual Acuity (clarity of vision at approximately 20 feet or more)</p><p><br>
Occasionally</p></div></div></div></div><div><div><div><p><b><br>
Additional Physical Requirements</b></p></div><div><div><p><br>
May require moving materials weighing up to 10 pounds on an occasional basis.</p></div></div></div></div></div></div></div></div></div></div><p></p>

Financial Sales Assistant - Henderson/Hopkins/Webster County, KY

Wealth Enhancement Group

<div><div>About Wealth Enhancement</div><div></div><div>
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.</div><div></div><div>
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit <div>www.wealthenhancement.com</div>.</div><div></div><div>
Our Elk Grove Village, IL office is looking for an Associate Financial Planner or Financial Planning Assistant. This individual will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Financial Planner will serve as a resource to their peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training and mentoring new team members.</div><div></div><div>
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $95,000.00, exclusive of bonuses and benefits. Final compensation will be determined by candidate experience and relevant licensing (see requirements below).</div><div></div><div>
This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We&rsquo;re big on open conversations, so, let&rsquo;s have one.</div><div></div><div>
Primary Job Functions</div><div></div><div>
Support the Financial Advisor with the creation of customized financial plans</div><ul><li><div>
Organize client&rsquo;s financial documentation and information as necessary</div></li><li><div>
Provide an accurate summary of clients&rsquo; personal information, current financial position, and asset allocation</div></li><li><div>
Review and summarize insurance, estate plan, and tax returns details</div></li><li><div>
Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools</div></li><li><div>
Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan</div></li><li><div>
Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers.</div></li><li><div>
Complete Financial Plan for delivery to client</div></li><li><div>
Record notes and pertinent details in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary</div></li><li><div>
Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client</div></li><li><div>
Participate in the research and response of general technical planning inquiries from Advisors and other team members</div></li></ul><div></div><div>
Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals</div><ul><li><div>
Identify resource requirements and details</div></li><li><div>
Research and identify necessary data and incorporate as necessary</div></li><li><div>
Format in clean, professional manner for review and approval by applicable parties</div></li></ul><div></div><div>
Support team and company initiatives and participate in WEGs &ldquo;all sharing&rdquo; collaborative culture.</div><ul><li><div>
Participate in the planning and implementation of corporate/team initiatives</div></li><li><div>
Attend and participate in Micro-Monday sessions and other company meetings</div></li><li><div>
Provide timely responses to questions</div></li><li><div>
Contribute positively to problem solving</div></li><li><div>
Provide Training support to peers and new team members</div></li></ul><div></div><div>
Education/Qualifications</div><ul><li><div>
Bachelor's Degree in business; finance, economics or related</div></li><li><div>
1-4 years in Financial Services</div></li><li><div>
Superior verbal and written communication skills.</div></li><li><div>
Proficient with Microsoft Office Suite or related software.</div></li><li><div>
Familiarity with Salesforce and Support Org functionality</div></li><li><div>
Proficiently uses financial planning technology</div></li><li><div>
FINRA Series 7 and 66 (or 63 and 65) is required for Associate Financial Planner role.</div></li></ul><div><i><br>
W.E. hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at this level is $57,000.00 to $126,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.</i></div><div></div><div><i>
#LI-HB1</i></div><div><i>
#LI-On-site</i></div><div></div><div>
Comprehensive Benefits Offerings</div><div></div><div>
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits &amp; development opportunities:</div><ul><li><div>
Training and professional development</div></li><li><div>
Medical, dental and vision coverage (Available to full-time employees and their families)</div></li><li><div>
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses</div></li><li><div>
Life and AD&amp;D insurance &ndash; employer paid and voluntary options</div></li><li><div>
Short-term and long-term disability, workers compensation &ndash; employer paid</div></li><li><div>
401k with match and profit sharing</div></li><li><div>
Wellness programs and resources</div></li><li><div>
Voluntary benefits, including pet insurance</div></li><li><div>
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)</div></li><li><div>
12 paid holidays each year (10 pre-determined and 2 floating days)</div></li><li><div>
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)</div></li><li><div>
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)</div></li></ul><div></div><div>
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700</div><div><br>
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.<br>
<br>
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.</div><div></div><div>
Click the following link to view Federal and E-Verify posters: <div>Link</div></div><div></div><div>
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.</div><div></div><div>
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.</div></div>

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Financial Sales Assistant - Henderson/Hopkins/Webster County, KY

Financial Planning Assistant or Associate Financial Planner