CFA Institute
Deposit Specialist
CFA Institute, Minneapolis, Minnesota, United States, 55400
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined.
We are seeking a detail-oriented and proactive Deposit Specialist to join our team in Minneapolis, MN.
Reporting directly to the Deposit Team Leader, the Deposit Specialist will assist with daily, monthly, and yearly accounting and operations tasks, focusing on Deposits. You will be responsible for monitoring and recording daily banking activity, which includes accounts receivable, direct bill deposits, agency bills and direct bill reconciliations.
How You Will Contribute
Monitor daily banking activityRecord all daily bank transactions, including check deposits, EFT's, etc.Ensure all support for transactions is processed and filed accurately and timely in agency management systems.Record commissions receivedCollaborate with accounting & administrative team on day-to-day banking activity.Follow Agency and audit guidelines, policies, and procedures.Analyze and identify trends to become subject matter expert within scope of assigned carrier partner.Build courteous and successful relationships with carriers and profit centers to maintain efficient practice.Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education.All other duties as assigned.
Skills & Experience to Be Successful
Required:High School diploma1+ years office experienceWorking knowledge of financial accountingProficient knowledge in Microsoft Office environment, including but not limited to Team, Outlook, Excel and Word
Preferred:Associates or Bachelors Degree in accounting, finance, or related field
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy Services;Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Pay Range19 - 22 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
The Power to Be Yourself
We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".#J-18808-Ljbffr
We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined.
We are seeking a detail-oriented and proactive Deposit Specialist to join our team in Minneapolis, MN.
Reporting directly to the Deposit Team Leader, the Deposit Specialist will assist with daily, monthly, and yearly accounting and operations tasks, focusing on Deposits. You will be responsible for monitoring and recording daily banking activity, which includes accounts receivable, direct bill deposits, agency bills and direct bill reconciliations.
How You Will Contribute
Monitor daily banking activityRecord all daily bank transactions, including check deposits, EFT's, etc.Ensure all support for transactions is processed and filed accurately and timely in agency management systems.Record commissions receivedCollaborate with accounting & administrative team on day-to-day banking activity.Follow Agency and audit guidelines, policies, and procedures.Analyze and identify trends to become subject matter expert within scope of assigned carrier partner.Build courteous and successful relationships with carriers and profit centers to maintain efficient practice.Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education.All other duties as assigned.
Skills & Experience to Be Successful
Required:High School diploma1+ years office experienceWorking knowledge of financial accountingProficient knowledge in Microsoft Office environment, including but not limited to Team, Outlook, Excel and Word
Preferred:Associates or Bachelors Degree in accounting, finance, or related field
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy Services;Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Pay Range19 - 22 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
The Power to Be Yourself
We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".#J-18808-Ljbffr