Financial Reporting Supervisor supervises employees responsible for the preparation and distribution of annual and/or quarterly financial statements for external use. Ensures that all documentation complies with company regulations, professional standards, and SEC and GAAP reporting guidelines. Being a Financial Reporting Supervisor may serve as a liaison with external auditors. May require a bachelor's degree. Additionally, Financial Reporting Supervisor typically reports to a manager or head of a unit/department. Working team member that may validate or coordinate the work of others on a support team. Suggests improvements to process, is a knowledge resource for other team members. Has no authority for staff actions. Generally has a minimum of 2 years experience as an individual contributor. Thorough knowledge of the team processes. (Copyright 2024 Salary.com)
Client Service Representative/New Business Processor at West Advisory Group
Envision a role where your talents in finance, insurance, and customer service pave the way to boundless opportunities. Meet West Advisory Group, an innovative firm excelling in retirement planning, wealth management, and investment advice, prospering in Erie, PA. Our mission is to escort our clients into their retirement years with assurance and safety. At this moment, we are on the search for an outstanding Client Service Representative/New Business Processor to enhance our vibrant team.
The Role (We will train the right person!)
Your mission is to be the backbone of our client experience. From processing new business applications to ensuring our existing clients feel valued and supported, your role is crucial in our shared success. You'll be the wizard behind the curtain, ensuring every i is dotted and every t is crossed regarding applications and paperwork, especially for fixed-index annuities and life insurance.
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Why Us?
Joining West Advisory Group is about more than just a job. It's about being part of a family that values growth, both for our clients and our team. You'll have the chance to advance, taking on new responsibilities and shaping your career path. This role is perfect if you're feeling stuck or ready for a significant step forward. We're a people-first, sales-driven business where your work directly contributes to our mission of helping more people live better financial lives.
Stand Out and Make a Difference
This isn't just another job opening. It's your ticket to a fulfilling career with a team changing lives daily. If you're ready to make a leap, apply now. Don't miss out on the opportunity that could redefine your future.
Note: This position is based in our Erie, PA office and is unavailable for remote work.
West Advisory Group is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Take the Next Step
If you're eager to bring your talents to a place where you can make a real difference, we want to hear from you. Apply today and explore how you can join our journey to success.
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
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Work Location: In person
0 Financial Reporting Supervisor jobs found in Erie, PA area