IRA Services Representative, Sr. jobs in Rochester, MN

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Accounts Payable Sr. Representative
  • Securian Financial
  • Faribault, MN FULL_TIME
  • Overview:

    We are looking for an organized, improvement oriented accounts payable representative to provide task driven invoice and reporting action within our accounts payable department. This roles responsibilities include reviewing and reconciling invoices in a timely manner, assisting the Finance department in preparing and reviewing reporting, and making timely payments to vendors and other third parties. Additionally, may perform operations, such as analytical and technical support to accounting and treasury-related activities.

    To succeed as an accounts payable representative, you should be detail-oriented, process-focused, and a proactive problem solver. A desire for building lasting relationships with others within and outside of the business, as well as having great communication skills and being knowledgeable, analytical, and decisive will help you succeed in this role.

    Responsibilities include but not limited to:
    • Support the company in optimizing its financial transactions and systems by:
    • Reviewing invoices for appropriate documentation prior to payment
    • Perform invoice and general-ledger data entry, including processing due invoices for payments
    • Execute credit card and bank account reconciliation
    • Partner with Procurement on vendor education and outreach when necessary
    • Reconciling processed work by verifying entries and comparing system reports to balances
    • Maintaining accurate historical records in compliance with document retention requirements
    • Strengthen and grow relationships with vendors and suppliers through timely payments and response to inquiries
    • Assist in streamlining and improving the accounts payable process
    • Exercise integrity and confidentiality in financial reporting
    • Comply with national and local financial and tax regulations
    • Records, verifies and reports on transactions.
    • Reconciles bank and general ledger accounts, statements and reports.
    • Prepares and maintains state unclaimed property records.
    Qualifications:

    A successful Accounts Payable Representative will have a mix of organizational and analytical skills.
    • Proficiency with SAP, Ariba, Excel and other accounting tools
    • High school diploma or equivalent experience (at least 3 years experience in accounting)
    • Understanding of basic principles of finance, accounting, and bookkeeping
    • Able to work out numbers, generate reports and find discrepancies as well as cost-saving opportunities
    • Basic data entry skills and strong attention to detail
    • Comfortable with math and calculations
    • Good listening and communication skills
    • Attention to regulatory and process requirements to follow the correct procedures
    • Superb time management skills and detail orientation
    • Ability to maintain confidentiality of company and partner information
    Preferred Qualifications:
    • Associate's degree or equivalent, including CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) certifications
    • Strong mathematical skills
    • Experience in accounts payable (or accounts receivable)
    • Experience with accounting software and online platforms such as SAP and Ariba
    Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 2-3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules. When working in our offices at least two days per week isn't feasible (vacations, illness, travel, etc.), an eight day per month standard is an option.

    Physical job requirements:
    • Ability to utilize keyboard, mouse, and computer for up to 8 hours per day
    • Ability to work at least 40 hours per week
    • Ability to utilize telephone for 4 hours per day
    The physical job requirements described above 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 the essential functions.

    Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

    Paid time off:
    • We want you to take time off for what matters most to you. During your first year of hire, you receive a prorated bank of personal days and vacation time depending on your month of hire.
    • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
    Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

    Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

    Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

    Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:
    • Mental Wellness and Disability
    • Pride at Securian Financial
    • Securian Young Professionals Network
    • Securian Multicultural Network
    • Securian Women and Allies Network
    • Servicemember Associate Resource Group

    For more information regarding Securian's benefits, please review our Benefits page.

    This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

    Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at Employment@Securian.com, by telephone 651-655-5522 (voice), or 711 (Relay/TTY).

    To view our privacy statement click here

    To view our legal statement click herePandoLogic. Keywords: Accounts Payable or Receivable Specialist, Location: Faribault, MN - 55021 , PL: 591387697

    About the Company:
    Securian Financial



  • 23 Days Ago

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Accounts Payable Sr. Representative
  • Securian Financial
  • Lake, MN FULL_TIME
  • Overview:We are looking for an organized, improvement oriented accounts payable representative to provide task driven invoice and reporting action within our accounts payable department. This roles re...
  • 26 Days Ago

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Sr. Business Systems Analyst
  • Talent Software Services, Inc.
  • Red Wing, MN FULL_TIME
  • Manager Notes: We are kicking off a strategic program comprised of several projects that will unify our multi-channel strategy into an omni-channel one. We urgently need a Business System Analyst to h...
  • 8 Days Ago

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Member Services Representative / Teller
  • HomeTown Credit Union
  • Owatonna, MN FULL_TIME
  • MEMBER SERVICES REPRESENTATIVE / TELLER Hours: Monday-Friday; 8 hour shift between the hours of 8:30am - 6:00pm | Rotating Saturday's 9:00am - 1:00pm Hourly Rate: $17.00 Location: 150 18th Street SW, ...
  • 20 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Rochester, MN FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • Just Posted

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Patient Services Representative - Stewartville
  • Olmsted Medical Center Hospital
  • Rochester, MN PART_TIME
  • Employment Type: Part-Time Hourly Range: $19.12 USD to 28.67 USD .9 FTE - Day Shift - Stewartville At Olmsted Medical Center, we value our employees and are committed to providing a comprehensive and ...
  • 1 Day Ago

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0 IRA Services Representative, Sr. jobs found in Rochester, MN area

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Patient Service Representative
  • Midwest Dental Group
  • Saint Charles, MN
  • X Patient Service Representative Position in Saint Charles, MN **Patient Service Representative Position in Saint Charle...
  • 3/28/2024 12:00:00 AM

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FT Enrollment Services Rep - Work From Home>
  • Molina Healthcare Services
  • Rochester, MN
  • [Call Center / Customer Service / Remote] - Anywhere in the U.S. / Up to $26.42 per hour / Competitive benefits - As an ...
  • 3/28/2024 12:00:00 AM

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FT Enrollment Services Rep - Work From Home>
  • Molina Healthcare Services
  • Owatonna, MN
  • [Call Center / Customer Service / Remote] - Anywhere in the U.S. / Up to $26.42 per hour / Competitive benefits - As an ...
  • 3/28/2024 12:00:00 AM

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Guest Service Representative
  • Nothing Bundt Cakes #273
  • Rochester, MN
  • Job Description Job Description At Nothing Bundt Cakes, we refer to our guest services representatives as Joy Creators! ...
  • 3/27/2024 12:00:00 AM

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Guest Service Representative
  • Nothing Bundt Cakes #273
  • Rochester, MN
  • Job Description Job Description At Nothing Bundt Cakes, we refer to our guest services representatives as Joy Creators! ...
  • 3/27/2024 12:00:00 AM

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Member Services Representative
  • Planet Fitness
  • Rochester, MN
  • Job Summary The Member Services Representative will be responsible for creating a positive member experience by providin...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • Automated Equipment
  • Red Wing, MN
  • Seeking great people person who has strong analytical skills and wants to work with a winning team! This resource will b...
  • 3/26/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Beyond Finance
  • Rochester, MN
  • [Call Center / Fully Remote] - Anywhere in U.S. / Competitive pay / Health, dental, and vision / PTO / 401k matching / C...
  • 3/24/2024 12:00:00 AM

Rochester is a city founded in 1854 in the U.S. State of Minnesota and is the county seat of Olmsted County located on the Zumbro River's south fork in Southeast Minnesota. It is Minnesota's third-largest city and the largest city located outside the Minneapolis-St. Paul Metropolitan Statistical Area. As of 2015, the Rochester metropolitan area has a population of 215,884. According to the 2010 United States Census the city has a population of 106,769. The U.S. Census Bureau estimated that the 2017 population was 115,733. It is the home of the Mayo Clinic and an IBM facility, formerly one of t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$47,310 to $55,220
Rochester, Minnesota area prices
were up 1.3% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020