Brokers International
Location
Urbandale, IA | United States
Job description
Our Broker Dealer, Brokers Financial, is looking for an Accounting Specialist. The person would provide support to the CFO by posting journal entries, deposits, creating AR invoices and collections of outstanding invoices. Aid the Commission and Fee Coordinator for commission entry. Responsible for month end report preparation and additional data reporting requirements.
Essential Job Functions
Record journal entries, maintain credit card deposits, and create accounts receivable invoices.
Assist the Commission and Fee Coordinator for entry of commission transactions into the back-office system.
Input month end information for reporting purposes.
Manage representative outstanding balance, including collection, recording, reporting, and resolution of outstanding balances.
Responsible for the administration and maintenance of monthly fee billing process.
Knowledge, Skills and Abilities
Must display Core Values
Diligently checks and monitors work to ensure accuracy
Able to mentally extract and evaluate data of value and relevancy to an issue or situation
Ability to perform accounting functions within the acceptable practices and standards
Understands internal/external customer needs providing prompt attention and service
Experience and Education
Experience in the financial industry preferred, but not required.
Prior accounting experience preferred but not required.
Associates degree preferred plus 1-year experience, or 2 – 3 years related experience and/or training.
Will need to be fingerprinted with FINRA
Employee Benefits
Brokers International offers a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, and more. We believe in a flexible work environment and have a hybrid work model for most positions. We also reward our employees’ hard work with profitability bonuses, a casual dress code, adjustable sit / stand desks, and free snacks, fruit and coffee. As an added bonus, we close every Friday at 3 p.m.
Our Culture
At Brokers International, our thriving, positive workplace culture helps drive our workforce and encourages overall employee wellbeing. We strive for an environment of inclusion while celebrating the individual creative differences embodied by all of our employees. If you want to be part of an innovative team dedicated to helping financial professionals build stronger businesses through tailored product sales, marketing, compliance and operational support, look no further.
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products with a data and technology focus. We are an omnichannel insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to making insurance simpler and more human, so everyone can plan for the good days ahead. Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com.
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