What are the responsibilities and job description for the Accounting Operations Assistant position at The Divergent Group?
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The DIVERGENT Group is a financial services and wealth & risk management firm headquartered in Central Pennsylvania, with affiliated and detached offices throughout the United States. We provide operational infrastructure, strategic support, and advisory resources to financial professionals serving individuals, families, and business owners nationwide.
Our firm supports advisors across investment planning, risk management, compliance, and business operations. The strength of our organization lies in the collaboration between advisors and the operational teams who support them.
While we are growth-oriented and forward-thinking, we remain grounded in professionalism, accountability, and service excellence. Our culture is intentionally designed to remove barriers, create clarity, and build systems that allow advisors and internal teams to perform at a high level.
Role Summary
The Accounting Operations Assistant supports the day-to-day financial and operational processes that keep our organization running smoothly. This role works closely with the firm’s finance and operations teams to manage vendor payments, internal billing processes, financial records, and routine reconciliation tasks.
This position is ideal for someone with several years of accounting, finance, or operations experience who enjoys structured work, strong organization, and maintaining accurate financial systems. The role sits between administrative support and full accounting responsibilities, providing an opportunity to develop deeper operational finance expertise while contributing to the firm’s broader operational infrastructure.
Role Responsibilities
- Process and track vendor invoices, ensuring accurate coding and timely payment
- Manage internal and advisor-related billing charges and maintain accurate records
- Prepare and process checks and other outgoing payments
- Coordinate ordering of office equipment and supplies with external vendors
- Support internal operational requests (such as key and access-related orders)
- Process and track agency reimbursement requests and internal expense payments
- Maintain and update vendor records, payment details, and billing information
- Maintain tax documentation for vendors (including W-9 records)
- Update and maintain contact and address information across internal systems
- Perform routine account reconciliations to ensure accuracy of financial records
- Assist with routine financial reporting and reconciliation tasks to support the accounting and operations teams
Required Qualifications
- 1-3 years of Administrative/Clerical Experience
- Experience processing invoices, managing vendor payments, or supporting accounts payable/receivable functions
- Strong attention to detail and ability to maintain accurate financial records
- Proficiency with business technology and accounting-related systems, including Microsoft Excel and Microsoft Office Suite
- Ability to manage multiple operational tasks while maintaining accuracy and organization
- Demonstrated ability to handle confidential financial information with professionalism and discretion
Preferred Qualifications
- Experience working in a financial services, professional services, or advisory firm environment
- Familiarity with accounting platforms such as Sage, QuickBooks, or similar systems
- Experience supporting financial reporting, reconciliations, or operational accounting processes
- Comfort working in a process-driven operational environment with evolving responsibilities
- Interest in improving systems, workflows, and operational efficiency
Benefits
- Medical, dental, and vision insurance for full-time employees
- 401(k) retirement plan with company match
- Paid time off (PTO) and paid holidays
- Ongoing training and professional development opportunities
Job Type: Full-time
Pay: $20.00 - $23.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) 4% Match
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
- Work from home
Experience:
- Administrative/Clerical: 1 year (Required)
Work Location: Hybrid remote in Mechanicsburg, PA 17050
Salary : $20 - $23