Staff Accountant (Annuity) na Southwest Service Administrators Inc

Description

The Staff Accountant (Annuity) will develop processes and procedures for monthly reconciliations (and perform those reconciliations) between the Annuity system and the Accounting system for all Annuity funds. Perform annual evaluations for annuity funds where SSA is the recordkeeper. Other duties may be assigned to provide accurate and timely financial information to account managers, fund professionals and clients.

Responsibilities

• Review transactions and reports and reconcile against fund financials.
• Develop detailed annual evaluation procedures from plan documents for each plan
• Collaborate with other managers on processes and procedures.
• Coordinate with external auditors on annual evaluations and client audits.
• Compute and record transactions in various systems.
• Reconcile multiple bank and trust account statements.
• Maintain client and accounting files.
• Other duties and special projects as assigned.

Qualifications

Skills/Abilities:

• Two (2) year Accounting Associates Degree (4 year degree preferred).
• Five to seven (5-7) years of work experience in all aspects of accounting and analysis.
• Ability to read and understand complicated technical plan documents.
• Ability to work independently and be part of a team.
• Healthcare and ERISA trust experience helpful.
• Capable of maintaining a professional demeanor when working with different personalities.
• Strong attention to detail.
• Analytical mindset.
• Strong computer skills with advanced knowledge of Excel.
• Ability to work in multiple software applications.
• Strong written and verbal communication skills.
• Ability to handle multiple tasks and responsibilities across multiple clients.
• Able to work under pressure and meet required deadlines.

Employee Benefits Program

COMPANY PROVIDES:

• MEDICAL, DENTAL, VISION
• SHORT-TERM DISABILITY
• Full coverage benefits for a low weekly premium of $5 (Employee Only), $15 (for Child(ren) and $20 per week for full family or Employee/Spouse.
• COMPANY PAID supplemental dental coverage of $1,000 per year for Employee.
• COMPANY PAID LONG TERM Disability & Life/AD&D coverage.
• COMPANY PAID additional pension plan entirely funded by the company.
• EXCEPTIONAL TIME OFF package including Paid Personal Leave (PPL) and Vacation with annual BUY BACK options!!!!

Southwest Service Administrators provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, pregnancy, military and veteran status, age, physical and mental disability, genetic characteristics, or any other considerations made unlawful by applicable state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence compensation and training. Southwest Service Administrators expressly prohibits any form of workplace harassment based on race, color, religion, sex, national origin, pregnancy, military and veteran status, age physical and mental disability, or genetic characteristic.