Finance - Senior Accounting Associate

Advisors Excel Topeka , KS 66604

Posted 6 days ago

Job Title: Senior Accounting Associate

Department: Finance

Job Overview

As an Senior Accounting Associate, this full-time position will be responsible for accumulating, verifying, calculating and presenting financial and production data for AE Wealth Management, LLC. This individual will also serve as backup to the Controller in helping to run the day to day functions of the AEWM Finance department. We are looking for an individual with the ability to work with a team to problem solve and develop processes. This position will need to be very detailed oriented and able to build out reports. Strong communication skills are needed to facilitate between internal staff as well as vendors and agents.


  • Help develop continual process improvements and best practices

  • Facilitate new initiatives to the team and work with other stake holders on implementation

  • Agent production and profitability reporting

  • Assist in calculation of billings to clients

  • Assist with calculation of commissions and reporting related to agents

  • Communicate with vendors on any process improvements and general questions

  • Communicate with agents regarding questions on payments or commission calculations

  • Monitor compliance with agent contracts in regards to agent payments

  • Monitor accounts receivable payments from agents

  • Other duties and responsibilities as assigned by management

Skills and Experience Needed

  • Bachelors of Accounting

  • 3-5 years of financial services industry experience preferred

  • QuickBooks and Orion experience preferred

  • Ability to work independently with little or no supervision

  • Ability to interact with all personality types and with all levels of staff

  • Time management and ability to handle multiple tasks in a fast paced environment

  • Ability to handle confidential information

  • Exceptional problem determination skills with a high attention to detail

  • Professional approach and appearance

  • Previous RIA or Broker Dealer experience preferred

Physical Demands

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • While performing the duties of this job, the employee is regularly required to:

  • Sit for extended periods of time.

  • Read computer screens and mail, email, talk on the phone.

  • Unpack and move supplies up to 25 lbs.

  • Work occasional evenings and weekends and attend events required.

Work Environment

  • Professional and deadline-oriented environment in an office setting; and,
  • Interaction with staff and customers.
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Finance - Senior Accounting Associate

Advisors Excel