Financial Reporting Associate jobs in Kearney, NE

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Client Service Associate
  • Insight Financial Planning
  • Columbus, NE FULL_TIME
  • **This position is located in Norfolk, NE. Relocation or commute required**

    At Insight Financial Planning we provide investment, retirement, tax, and protection planning.  We enjoy working with individuals to help them develop a plan for THEIR goals and dreams and the best way to accomplish that is by getting to know the clients.  Our office works as a TEAM for our clients so that they always have someone that is willing and capable to help them.

    If you enjoy getting to know and helping people, then this position is for you.  Become a critical member of our growing team by supporting an advisor(s) in providing clients with exceptional service.

    Pay  

           $22.00 to $26.00 per hour

    Benefits   

    • Simple Plan – Employer matching contributions up to 3 %
    • Vacation – Available after six months of employment, based on length of employment.
    • Medical/Sick Leave – Seven days per calendar year
    • Bereavement Leave - Schedule based on relationship of deceased.
    • Parental Leave - Available after 6 months
    • Casual Day – One day per week determined by the roll of dice.     

    Schedule

           Full-Time – 40 hours per week.  Monday through Friday, 8 am to 5 pm with one hour lunch.

    Responsibilities

    • Prepare pre-appointment documents and information.
    • Follow up on all post-appointment tasks.
    • Organize and maintain all client records.
    • Process paperwork checks and stock certificates.
    • Correspond with clients to complete new accounts, asset transfers, and forms.
    • Prepare outgoing mail and open incoming mail.
    • Assist with client service inquiries.
    • Resolve client problems and/or forward to appropriate person for handling.
    • Communicate with the broker/dealer and product (mutual fund & insurance) contacts.
    • Maintain broker records, logs, and blotters.
    • Utilize internet-based technology to process and follow-up on business.
    • Assist in training new support staff.
    • Perform various miscellaneous tasks as assigned.

    Position Requirements

    • 2 to 3 years securities or related industry experience.
    • Confidentiality.
    • Strong detail orientation including the ability to review forms for accuracy and completeness.
    • Ability to create a positive work environment.
    • Ability to effectively function as a team player.
    • Ability to organize, prioritize and handle multiple tasks.
    • Ability to work under pressure and meet deadlines.
    • Ability to follow a systemized workflow.
    • Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner.
    • Ability to be at work on a regular basis.
    • Skill in effective verbal and written communication.
    • Skill in operating various office equipment including personal computer, fax machine, copier, etc.
    • Skill in utilizing various software packages such as Microsoft Office, Outlook, other database programs and Internet.

    Travel

           Some travel may be expected.

    Background Checks

           Per securities industry regulations, before employment may begin fingerprinting and background checks will be completed.  Our                 broker/dealer will oversee these pre-employment checks. 

     

     

     

     

  • 28 Days Ago

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Financial Customer Associate - Omaha, NE area ONLY
  • SF Demo - FMR LLC
  • Lincoln, NE FULL_TIME
  • Job Description:Financial Customer Associate – Omaha, NE Area onlyAre you looking for a career where you will make a difference in people’s lives while primarily working from home? If so, consider joi...
  • 24 Days Ago

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Senior Actuarial Associate- Financial Planning and Analysis
  • Ameritas
  • Lincoln, NE FULL_TIME
  • Senior Actuarial Associate- Financial Planning and AnalysisAmeritas Life-Lincoln HYB-NEHY2ActuarialFull-timeAt Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by help...
  • 24 Days Ago

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Photographers:(Field Reporting Specialist)
  • Reliable Reports, Inc.
  • Lincoln, NE PART_TIME,FULL_TIME
  • Stop right here! Look no further! Apply Today! If you are looking for a job that was not impacted by the covid-19 crisis, is considered an Essential Business (Under the CISA Memo, the federal governme...
  • 2 Months Ago

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Looking for Part Time Sales Reps
  • Viewpoint Financial
  • Lincoln, NE PART_TIME
  • BONUS FEATURES of working with us: Zoom Dials where ever you are to work with Top Producers. Listen in on how they call and close clients. Have them listen to you and get feedback for FREE. Too many v...
  • 19 Days Ago

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REMOTE SALES PEOPLE WANTED
  • Viewpoint Financial
  • Lincoln, NE FULL_TIME
  • BONUS FEATURES of working with us: Zoom Dials where ever you are to work with Top Producers. Listen in on how they call and close clients. Have them listen to you and get feedback for FREE. Too many v...
  • 19 Days Ago

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0 Financial Reporting Associate jobs found in Kearney, NE area

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Associate Financial Representative
  • Modern Woodmen of America
  • Kearney, NE
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/29/2024 12:00:00 AM

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Associate Financial Representative
  • Modern Woodmen of America
  • Hastings, NE
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/29/2024 12:00:00 AM

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Associate Financial Representative
  • Modern Woodmen of America
  • Grand Island, NE
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/29/2024 12:00:00 AM

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Independent Seed Advisor
  • Syngenta Group
  • Lexington, NE
  • Company Description Independent Seed Advisor Golden Harvest® brand corn and soybeans is looking to partner with self-mot...
  • 3/29/2024 12:00:00 AM

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General Manager
  • Arona Home Essentials
  • Grand Island, NE
  • Arona Home Essentials has a long legacy as an industry leader, with continued growth regardless of the economy. We are b...
  • 3/28/2024 12:00:00 AM

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Corrosion Technician
  • TallGrass
  • Kearney, NE
  • Tallgrass was named one of the 2023 Top Workplaces USA and highlighted in Colorado's Top Workplaces for the past seven c...
  • 3/27/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Grand Island, NE
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 3/26/2024 12:00:00 AM

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(USA) Personal Shopper - Sam's
  • Sam's Club
  • Grand Island, NE
  • What you'll do at Position Summary... What you'll do... Develops and supports Membership by providing information on Mem...
  • 3/26/2024 12:00:00 AM

Kearney /ˈkɑːrni/ is a city in and the county seat of Buffalo County, Nebraska, United States. The population was 30,787 at the 2010 census. It is home to the University of Nebraska at Kearney. The westward push of the railroad as the Civil War ended gave birth to the community. Kearney is located at 40°42′3″N 99°4′52″W / 40.70083°N 99.08111°W / 40.70083; -99.08111 (40.700731, -99.081150). Strategically located on I-80 with convenient access to major markets like Omaha-Lincoln, Denver, Kansas City, Des Moines, Wichita and Cheyenne, Kearney is at the center of a 7-state region and 20 million...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Reporting Associate jobs
$56,329 to $71,200
Kearney, Nebraska area prices
were up 0.8% from a year ago

Financial Reporting Associate in Lancaster, NY
Interact with employees at all levels and across all departments of the Company as necessary to ensure achievement of Finance and Company-wide goals.
October 03, 2022
Manage external reporting schedules and timelines for the Company's U.
April 08, 2023
Prepare the Company's quarterly, annual and other periodic SEC filings.
May 03, 2023
Financial Reporting Associate in New York, NY
Respond to requests and inquiries from Head Office and auditors and establish necessary operations to comply with the requirements.
January 21, 2023
Provide adequate guidance and training to the junior accounting staff regarding the operation as well as accounting standards and internal policies and procedures.
May 16, 2023
Financial Reporting Associate
Run monthly expense allocation process utilizing Hyperion Planning and prepare key control SOX compliant documentation for postings to the general ledger.
September 11, 2022
Participate in special project work including expense management programs, system implementations and other business critical initiatives.
December 28, 2022
Act as the primary business partner in cross functional expense efforts provide financial perspective, advisory and consultative support and various ad-hoc analytics.
February 02, 2023
Compile and analyze business critical monthly, quarterly and year-to-date expense data.
April 20, 2023