Insurance β’ Brokerage β’ Property & Casualty β’ Employee Benefits β’ High Net Worth
6 days ago
πΊπΈ United States β Remote
π΅ $55k - $65k / year
β° Full Time
π’ Junior
π‘ Mid-level
π§βπ« Bookkeeping and Clerks
Insurance β’ Brokerage β’ Property & Casualty β’ Employee Benefits β’ High Net Worth
β’ Identify and resolve any discrepancies in financial transactions β’ Handle exceptions related to operating and trust accounts, ensuring proper resolution and documentation β’ Collaborate with Account Managers to identify payments and facilitate the accurate application of payments to corresponding accounts β’ Manage returned checks received in the Boston office, coordinating necessary actions β’ Review and offset transactions on the Daily Zero Report to maintain accurate accounting records β’ Facilitate interoffice bank transfers as needed, ensuring proper documentation and compliance β’ Monitor and manage aged receivables
β’ Bachelor's degree in Accounting, Finance, or related field (preferred) β’ 2+ years of experience in accounts receivable or related financial analysis role β’ Proficiency in using accounting software and Microsoft Office Suite β’ Excellent written and oral communication and interpersonal skills
β’ medical β’ dental β’ vision β’ disability β’ life β’ retirement savings
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