Responsibilities Include:
- Calculate daily insurance payouts and review financial data for accuracy
- Prepare reports, assist with audits, and ensure timely financial statements
- Enter and cross-check data in Excel and online platforms
- Conduct account reconciliations, financial analysis, and support special projects
- Develop internal controls and maintain compliance documentation for regulators
Qualifications:
- A bachelor's degree in finance, accounting, economics, or a related field is required.
- Must obtain NYS Insurance License within 6 months and FINRA SIE & Series 99 within 12 months of hire
- 2+ years of customer service experience and proficiency in Microsoft Excel
- Strong analytical, problem-solving, and organizational abilities
Hours & Benefits:
- M -F 8:30am - 5:00pm
- In-Person
- PTO
- Health, Dental, & Vision
- 401K