What are the responsibilities and job description for the Accounting Associate position at Trust Point Inc.?
Discover the Difference. Experience Our Culture. Join the Trust Point Team.
Trust Point Inc., proudly recognized by the Business Intelligence Group as a "Best Place to Work" for the 8th consecutive year, is seeking an experienced and detailed-oriented Accounting Associate to join our team in La Crosse, WI. This is a full-time opportunity for someone who takes pride in delivering accurate, timely financial support in a collaborative environment.
Why Trust Point?
At Trust Point, we've been delivering trusted financial services for over a century. Our commitment to excellence and personalized service has made us a valued partner to individuals, families, businesses, and charitable organizations. Our people are our greatest asset, and we pride ourselves on fostering a collaborative, supportive culture where every voice is heard and every team member is empowered to grow.
We're not just a workplace-we're a community. Our open-door leadership, inclusive environment, and year-round appreciation initiatives are just a few of the reasons our employees choose to build their careers with us.
Learn more about our culture here: Trust Point Culture Video
What We Offer
As an Accounting Associate you will support in the areas of accounts payable, accounts receivable, month-end close, year-end reporting, and other administrative tasks.
Trust Point Inc., proudly recognized by the Business Intelligence Group as a "Best Place to Work" for the 8th consecutive year, is seeking an experienced and detailed-oriented Accounting Associate to join our team in La Crosse, WI. This is a full-time opportunity for someone who takes pride in delivering accurate, timely financial support in a collaborative environment.
Why Trust Point?
At Trust Point, we've been delivering trusted financial services for over a century. Our commitment to excellence and personalized service has made us a valued partner to individuals, families, businesses, and charitable organizations. Our people are our greatest asset, and we pride ourselves on fostering a collaborative, supportive culture where every voice is heard and every team member is empowered to grow.
We're not just a workplace-we're a community. Our open-door leadership, inclusive environment, and year-round appreciation initiatives are just a few of the reasons our employees choose to build their careers with us.
Learn more about our culture here: Trust Point Culture Video
What We Offer
- Comprehensive benefits including medical, dental, life, and long-term disability insurance
- Exceptional 401(k) and profit-sharing plan
- A collaborative environment
- Opportunity to grow with a growing company offering continuous learning opportunities
- Ongoing learning through employer-paid certifications and relevant continuing education.
As an Accounting Associate you will support in the areas of accounts payable, accounts receivable, month-end close, year-end reporting, and other administrative tasks.
- Record vendor invoices and payments with accuracy and timeliness
- Classify expenses according to generally accepted accounting principles, company policies, and budget
- Record client invoices for payment and route for proper approvals
- Partner with wealth management staff to support client bill-pay needs
- Prepare and remit federal and state withholding payments and filings
- Maintain accounts receivable, including invoice entry and payment posting
- Use depreciation software to maintain and record fixed asset transactions
- Support month-end close through account reconciliations, journal entries, and analysis
- Complete monthly and quarterly state sales tax filings
- Maintain electronic filing system of accounting records
- Associate's degree in accounting, finance, business, or related field preferred
- 3–5 years of relevant accounting experience required
- Hands-on experience in accounts payable, accounts receivable, and/or payroll tax filings
- Proficiency with accounting software; ability to learn multiple systems