IRA Accounts Supervisor jobs in Santa Rosa, CA

IRA Accounts Supervisor oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Being an IRA Accounts Supervisor may handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. Additionally, IRA Accounts Supervisor may require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be an IRA Accounts Supervisor typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

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Accounts Payable/Receivale Compliance
  • Wolff Contracting, Inc.
  • Santa Rosa, CA FULL_TIME
  • Overview
    We are seeking a detail-oriented and organized Accounts Payable/Receivable Clerk to join our team. The ideal candidate will be responsible for managing incoming payments, maintaining accurate financial records, executing billing for project managers and ensuring timely invoicing. This role requires Quickbooks experience, a strong understanding of financial concepts and proficiency in organization. The Accounts Receivable Clerk will play a crucial role in supporting our Project Managers and CEO.

    Duties
    - Process and record all incoming payments accurately and promptly.
    - Prepare and send invoices to clients, ensuring all billing information is correct.
    - Monitor accounts receivable aging reports to identify overdue accounts and follow up accordingly.
    - Collaborate with the management team to reconcile discrepancies in accounts.
    -Enters all company transactions in Quickbooks in a timely manner

    -Performs day-to-day accounting activities of the company; i.e. data entering receipts, invoices, etc.

    -In charge of prevailing wage compliance documents, including sub-tier conditional and unconditional lien waivers for all projects, DAS140, DAS142s, certified payroll reporting and other various compliance documents

    -Manage company credit card purchases to ensure receipts are received and entered

    -Possess ability to build solid relationships with vendors and subcontractors for day-to-day interaction

    -Provides support to Project Managers as needed with all compliance documents and contracts

    -Handles phone calls for A/P and A/R inquires; Responds to vendor calls

    -Reconciles billing disputes with vendors by researching purchase orders, contracts and

    change orders
    - Assist with data entry tasks related to accounts payable as needed.

    Qualifications
    - Quickbooks knowledge and experience

    -Proven experience in accounts receivable or related accounting roles is preferred.
    - Strong understanding of basic accounting principles and financial concepts.
    - Excellent attention to detail with strong organizational skills.
    - Ability to work independently as well as part of a team.
    - Proficient in data entry with a focus on accuracy and efficiency.
    - Strong communication skills, both written and verbal.

    Job Type: Full-time

    Pay: $23.00 - $30.00 per hour

    Expected hours: 40 per week

    Physical Setting:

    • Office

    Schedule:

    • 8 hour shift
    • Monday to Friday
    • Weekends as needed

    Experience:

    • Accounting: 2 years (Required)
    • QuickBooks: 2 years (Required)
    • Data entry: 2 years (Required)
    • Accounts receivable: 2 years (Required)
    • Organizational skills: 3 years (Required)

    Ability to Relocate:

    • Santa Rosa, CA 95407: Relocate before starting work (Preferred)

    Work Location: In person

  • Just Posted

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Department Supervisor
  • The Home Depot
  • Ukiah, CA FULL_TIME
  • Job DescriptionDepartment Supervisors lead, train, coach and develop associates in each department to ensure customers receive excellent service and can easily find the merchandise they need. In addit...
  • 6 Days Ago

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Area Supervisor
  • Ross Stores
  • Ukiah, CA FULL_TIME
  • Our values start with our people, join a team that values you!We are the nation’s largest off-price retailer with over 2,000 stores, and a strong track record of success and growth. Our focus has alwa...
  • 6 Days Ago

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Area Supervisor
  • Sonoma Community Action Network
  • Santa Rosa, CA FULL_TIME
  • Description Area SupervisorJob DescriptionEXEMPT:Yes SALARY LEVEL: $66,560/ annualDEPARTMENT:Head Start/ Early Head Start LOCATION: Sonoma County Head Start SitesREPORTS TO: Assistant Director HOURS: ...
  • 6 Days Ago

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Warehouse Supervisor
  • Slakey Brothers
  • Santa Rosa, CA FULL_TIME
  • Slakey Brothers has an immediate opening for a Warehouse Supervisor at our location in Santa Rosa, CA! Schedule Monday-Friday, 6:00am - 4:00pmFull Time Pay Range $65,000-$80,000 based on experienceDay...
  • 7 Days Ago

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Program Supervisor
  • Inclusive Education and Community Partnership...
  • Fort Bragg, CA FULL_TIME
  • Inclusive Education and Community Partnership (IECP) is an established and respected partner to school districts, families and communities having provided quality services to thousands of individuals ...
  • 7 Days Ago

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0 IRA Accounts Supervisor jobs found in Santa Rosa, CA area

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Acquisitions Analyst
  • Pop-Up Talent
  • Petaluma, CA
  • Acquisitions Analyst Petaluma, CA 94954 – Hybrid/Remote $150-180K/yr SUMMARY: The Acquisition Analyst will play an activ...
  • 12/12/2024 12:00:00 AM

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Operations Manager
  • Rentokil Terminix
  • Santa Rosa, CA
  • What do our Operations Managers do? Our Operations Managers are responsible for training, leading, and developing a team...
  • 12/12/2024 12:00:00 AM

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Outpatient Licensed Practical Nurse - LPN LVN - Dialysis
  • Fresenius Medical Care
  • Santa Rosa, CA
  • Description Provide your personal attention and kindness, professional insight, and a generosity of spirit. Offer expert...
  • 12/12/2024 12:00:00 AM

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1007 Driver - Casual #6260
  • Recology
  • Vallejo, CA
  • GROW WITH US As the largest 100% employee-owned company in the resource recovery industry, Recology has a unique workpla...
  • 12/11/2024 12:00:00 AM

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Senior Manager, Accounting
  • Intelliswift
  • San Rafael, CA
  • *** is implementing a new global Enterprise Resource Planning (ERP) system in phases through 2025. We will operate concu...
  • 12/11/2024 12:00:00 AM

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Accountant Coordinator
  • Marin City Health and Wellness Center
  • San Rafael, CA
  • Job Description Job Description Summary The Accounting Coordinator supports the organization general accounting Accounts...
  • 12/10/2024 12:00:00 AM

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Accounting Supervisor
  • Solano County
  • Fairfield, CA
  • Salary : $68,861.97 - $84,543.83 Annually Location : Fairfield, CA Job Type: Full-Time Job Number: 24-705010-01 Departme...
  • 12/9/2024 12:00:00 AM

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Account Coordinator
  • Randstad North America, Inc.
  • Benicia, CA
  • We are actively seeking a highly motivated, focused individual for our Benicia location. This position would start immed...
  • 12/8/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 41.50 sq mi (107.5 km2), of which 41.29 sq mi (106.9 km2) is land and 0.205 sq mi (0.5 km2) (0.49%) is water. The city is part of the North Bay region, which includes such cities as Petaluma, Rohnert Park, Windsor, and smaller cities as Sonoma, Healdsburg, Sebastopol. It lies along the US Route 101 corridor, approximately 55 miles (89 km) north of San Francisco, via the Golden Gate Bridge. Santa Rosa lies on the Santa Rosa Plain. The city's eastern extremities stretch into the Valley of the Moon, and the Sonoma Creek wa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Accounts Supervisor jobs
$78,006 to $96,142
Santa Rosa, California area prices
were up 2.5% from a year ago

IRA Accounts Supervisor in Yakima, WA
On average, a Bachelor's Degree is the highest level of education for an IRA Accounts Supervisor.
November 29, 2019