IRA Accounts Supervisor jobs in Kansas City, MO

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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Account receivable specialist
  • Accounts Receivable Specialist
  • Riverside, MO FULL_TIME
  • Title

    Accounts Receivable Specialist

    About the Organization Cogent is a growing, midwest company that provides creative and innovative fluid processing solutions.

    Our companies include Automatic Engineering, BRI, Fluid Equipment, Lee Mathews, Industrial Measurement and Control, iME Solutions, Vanco, Vandevanter Engineering, Velocity and Water Technology Group.

    Cogent companies are committed to providing compelling, pertinent and logical solutions while serving the local Industrial, Municipal, Commercial Building Trades, Oil & Gas markets.

    Our people make the difference. Our shared values define us as a team and bring our vision to life. We are an employee owned business where more than 220 employee owners expect their teammates to work hard, be creative, and get engaged and together we build our future and share in the outcome!

    Description

    Are you looking for a great company with great people? If a position where you can directly impact the success of an organization and share in that success as an Employee Owner sounds like a refreshing opportunity, then check us out.

    Together we build our future!

    Our corporate office located in Riverside, MO is currently seeking an Accounts Receivable Specialist. This positionwill be responsible for collections of outstanding accounts receivable dollars from the existing client base as well as performing general accounting tasks necessary to maintain financial records and processes.

    Approximately fifty percent of this position will be spent on collections and fifty percent on general accounting duties.

    These tasks include but are not limited to :

    • Assuring timely collection of open account balances by monitoring AR and managing / prioritizing account portfolio
    • Professionally making outbound collection calls while keeping and improving customer relations
    • Researching customer issues and ensuring timely response
    • Identifying issues attributed to account delinquency and discussing them with management
    • Providing timely follow-up on payment arrangements
    • Maintaining accurate and up-to-date customer records
    • Maintaining current tax documents through the Avalara portal
    • Assisting in the completion of the month-end and year-end close
    • Managing timely and accurate preparation of monthly analysis and reconciliation of all assigned balance sheet accounts
    • Maintaining customer portals
    • Processing new customer credit applications in a timely manner
    • Protecting operations by keeping financial information and plans confidential.

    Position Accounts Receivable Specialist Position Requirements

    This position requires the following education and experience :

    • 2-3 years experience in collections and / or accounting
    • Associate’s Degree in Accounting or Finance is a plus

    Qualified candidates should have the following knowledge, skills, and abilities :

    • Knowledge of accounts receivable and generally accepted accounting principles
    • Knowledge of automated financial and accounting reporting systems
    • Knowledge of MS Office with strong Excel skills
    • Excellent problem-solving and customer service skills
    • Excellent verbal and written communication skills
    • Ability to organize, prioritize, and plan work while simultaneously managing several projects and meeting deadlines
    • Strong attention to detail
    • The ability to produce accurate reports while working in a fast-paced, changing environment
    • Ability to work both independently and in a team-oriented, collaborative environment

    What we value :

    • Bright, entrepreneurial, and industrious individuals looking to apply themselves creatively
    • Individuals who are comfortable speaking up, sharing ideas, and driving change
    • Energetic teammates looking for more than just a job to pay the bills
    • Passionate individuals who naturally do more than is asked

    Who we are :

    Cogent is a growing, Midwest company that provides creative and innovative fluid processing solutions. We are committed to serving the local Industrial, Municipal, Commercial Building Trades, Oil & Gas markets.

    Our companies include Automatic Engineering, BRI, Fluid Equipment, Lee Mathews, Industrial Measurement and Control, iME Solutions, Vanco, Vandevanter Engineering, Velocity and Water Technology Group.

    Our people make the difference, our shared values define us as a team and bring our vision to life. Together, our employee-owners help build healthy and prosperous communities through creatively engineered solutions for our customers.

    What we offer above and beyond competitive pay :

    • 401(k) with matching
    • Profit-Sharing Plan
    • Health, Dental, Vision and Life insurance
    • Generous PTO and Holidays
    • And much more!

    We value a great attitude and hard work and in return provide competitive wages, employee ownership , benefits, training, and career growth opportunities.

    To begin a rewarding career with Cogent, apply today at cogentcompanies.com / careers /

    EOE Statement Cogent, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, genetic information, sexual orientation, gender identity, status as a protected veteran, or status as a qualified individual with a disability, or any other characteristic protected by applicable Federal, State or Local law.

    Exempt / Non-Exempt Non-Exempt Full-Time / Part-Time Full-Time Location Kansas City (Cogent) Category Accounting / Finance Division Cogent, Inc.

    This position is currently accepting applications.

    Last updated : 2024-02-25

  • 2 Months Ago

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Accounts Representative
  • Cass Regional Medical Center
  • Harrisonville, MO FULL_TIME
  • Primary Purpose: To follow-up on patient accounts in order to receive payments in a timely manner to decrease accounts receivable. Routine Decision Making: Decides if account information is accurate a...
  • 13 Days Ago

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Accounts Payable
  • Onin Staffing
  • Grandview, MO OTHER
  • Job Description Onin Staffing is looking for an Accounts Payable Clerk for immediate hire.Accounts Payable Clerk Job Responsibilities:Completes payments and controls expenses by receiving, processing,...
  • 8 Days Ago

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Accounts Assistant
  • State of Missouri
  • Warrensburg, MO FULL_TIME
  • At our Missouri Veterans Home, our state’s heroes depend on the accounting team to keep their Home running smoothly. We need an Accounts Assistant who is “Always on Mission” to serve our Veterans. App...
  • 1 Month Ago

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Accounts Payable Specialist
  • Sosland Publishing
  • Kansas, MO FULL_TIME
  • Accounts Payable SpecialistPosition Overview: The general responsibility of this position is to manage the complete accounts payable cycle and handle all expense reporting for the company. This positi...
  • 24 Days Ago

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Accounts Receivable Specialist
  • 24/7 Express Logistics
  • Kansas, MO FULL_TIME
  • Company Snapshot: 24/7 Express Logistics, Inc. is a locally owned Midwest based logistics company, founded in 2001. We pride ourselves for being a leader in the courier, freight and logistics industri...
  • 11 Days Ago

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0 IRA Accounts Supervisor jobs found in Kansas City, MO area

Kansas City is the largest city in the U.S. state of Missouri. According to the U.S. Census Bureau, the city had an estimated population of 488,943 in 2017, making it the 37th most-populous city in the United States. It is the central city of the Kansas City metropolitan area, which straddles the Kansas–Missouri state line. Kansas City was founded in the 1830s as a Missouri River port at its confluence with the Kansas River coming in from the west. On June 1, 1850 the town of Kansas was incorporated; shortly after came the establishment of the Kansas Territory. Confusion between the two ensued...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Accounts Supervisor jobs
$68,007 to $83,816
Kansas City, Missouri area prices
were up 1.7% 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