What are the responsibilities and job description for the Accounting Associate position at Truity Partners?
Our rapidly growing financial services client in Waukesha is expanding its Operations & Accounting team to handle increased volume. We’re seeking an accounting associate to join the team on a temp to hire basis immediately.
Who Should Apply?
- This company is open to a range of backgrounds:
- Recent graduates (finance, accounting, or business) with or without internship experience.
- Experienced accounting clerks without a degree but with a strong work history.
- Self-starters who can handle fast-paced environments, critical thinking, and minimal micromanagement.
- Those looking for career growth, as there are plenty of advancement opportunities.
Location: 100% On-Site – Waukesha, WI
Employment Type: Temporary to Hire
Full-Time and Flexible Hours: Start and end times between 7am to 6pm
Responsibilities:
- Complete daily financial operations activities i.e., bank and client transaction posting, book to cash reconcilement, etc.
- Execute financial transactions i.e., wire transfer, ACH, etc., ensuring compliance with relevant regulations and company policies/procedures.
- Complete monthly financial operations activities i.e., bank account reconcilement, interest earnings allocation, client statement rendering, etc.
- Assist with yield enhancement and optimization related activities i.e., data analysis, reporting, recommendations, etc.
- Complete bank underwriting and monitoring related tasks i.e., call report data analysis, bank enforcement action monitoring, etc.
- Assist with ongoing development and enhancements to proprietary technology.
- Perform other duties as assigned.
Requirements:
- Basic knowledge of accounting and bookkeeping principles.
- Proficiency in Excel.
- Strong attention to detail, organization, and ability to meet deadlines.
- Comfort working in a fast-paced, dynamic environment.
Salary : $25 - $30
