Financial Reporting Associate jobs in Norfolk, NE

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Client Service Associate
  • Insight Financial Planning
  • Neligh, 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

I
Client Service Associate
  • Insight Financial Planning
  • Laurel, 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 individ...
  • 28 Days Ago

I
Client Service Associate
  • Insight Financial Planning
  • Norfolk, NE FULL_TIME
  • Job Description Job Description 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 g...
  • 1 Month Ago

1
Financial Analyst
  • 1st Financial Bank USA
  • Dakota, SD FULL_TIME
  • 1st Financial Bank USA (1FBUSA), focuses on establishing and maintaining credit card relationships on a nationwide basis to the U.S. college and graduate student market and is currently hiring for a F...
  • 5 Days Ago

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Analyst, Accounting & External Reporting, Accounting-Part Time
  • NL23 Cadbury NL Int Hldngs BV
  • Breda, IA PART_TIME
  • Job Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours. Under broad supervision, you will reconcile and adju...
  • 1 Month Ago

O
Consumer loan specialist
  • OneMain Financial
  • Sergeant Bluff, IA FULL_TIME
  • At OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Special...
  • 21 Days Ago

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0 Financial Reporting Associate jobs found in Norfolk, NE area

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Assistant Retail Manager - Wayne State College Bookstore
  • Follett
  • Wayne, NE
  • Join the Follett Team, where employees are valued, respected, and offered career paths throughout its many campus locati...
  • 3/28/2024 12:00:00 AM

T
Process Safety Engineer - Columbus, NE
  • The Judge Group
  • Columbus, NE
  • Job Description Process Safety Engineer - Columbus, NEAs the Total Process Safety Engineer, you'll be at the forefront o...
  • 3/28/2024 12:00:00 AM

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QA Tech 1
  • Vishay Intertechnology, Inc.
  • Columbus, NE
  • Vishay manufactures one of the world's largest portfolios of discrete semiconductors and passive electronic components t...
  • 3/28/2024 12:00:00 AM

A
Commercial Sales Manager
  • AutoZone, Inc.
  • Norfolk, 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

K
Merchandiser Stocker
  • Keurig Dr Pepper
  • Norfolk, NE
  • Job Overview: Merchandiser for Greater Norfolk, NE Hiring Immediately The Merchandiser is responsible for providing high...
  • 3/25/2024 12:00:00 AM

Norfolk (/ˈnɔːrfɔːrk/ or /ˈnɔːrfoʊk/) is a city in Madison County, Nebraska, United States, 113 miles northwest of Omaha and 83 miles west of Sioux City at the intersection of U.S. Routes 81 and 275. The population was 24,210 at the 2010 census, making it the ninth-largest city in Nebraska. It is the principal city of the Norfolk Micropolitan Statistical Area. Norfolk is located at 42°1′42″N 97°26′01″W / 42.02833°N 97.43361°W / 42.02833; -97.43361 (42.0283379, -97.4169964). According to the United States Census Bureau, the city has a total area of 10.78 square miles (27.92 km2), of which, 1...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Reporting Associate jobs
$52,368 to $66,193
Norfolk, 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