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Data Entry Associates

Company: Clarity 2 Prosperity
Location: Minneapolis
Posted on: May 18, 2018

Job Description:

Job DescriptionWe are a rapidly expanding, innovative financial services organization seeking to add a top-flight Data Entry Associate to our team. As Data Entry Associate, you will be responsible for computing, classifying and recording Annuity & Life Insurance transactions and commission statements to ensure the financial records for the organization are accurate. He or she will have a proven ability to independently manage multiple tasks and responsibilities with competing priorities and deadlines. Must be able to maintain strict confidentiality of corporate informationRESPONSIBILITIES

  • Download, audit and reconcile daily, weekly and monthly commission statements and complete routine audits to ensure that accuracy of reported numbers
  • Classifies, records and summarizes commission data to compile financial records (weekly, monthly, quarterly, and annually
  • Maintain accurate records of commissions, leaderboard and production reports
  • Review data entries, calculations with a high degree of detail
  • Download and maintain files to populate commission file reformatting when required
  • Use Microsoft Excel and other software systems to produce daily, weekly, monthly annual reports
  • Utilize carrier reporting and excel to analyze discrepancies and payment issues
  • Maintain commission accounting database within Smart Office and update product and commission information as needed
  • Enter manual transactions into commission system(s) (Smart Office), when data downloads are otherwise unavailable
  • Post transactions within commission systems(s), reconcile, and balance entries
  • Demonstrated technical ability required to employ and manipulate systems to generate needed reporting. Must have ability to understand and work with multiple system applications
  • Communicating with the carriers as necessary to resolve commission issues
  • Prepare and distribute monthly override commission settlements, posting payments and recoveries and verification to corporate general ledgers
  • Other duties and projects will be assigned a needed DESIRED SKILLS AND EXPERIENCE
    • Minimum three years of experience in data entry primarily entering numerical data in a variety of specialized formats.
    • Knowledge of word processing, basic spreadsheet and database maintenance
    • Advanced knowledge Microsoft Office
    • Excellent verbal and written skills.
    • Proficient working with spreadsheets
    • Ability to meet stringent deadlines
    • Bookkeeping and reporting
    • Advanced competency in Excel is imperative
    • Proficient in QuickBooks or similar accounting software
    • Knowledge of Smart Office preferredPERSONAL QUALITIES
      • Must be detail-oriented with a high degree of accuracy
      • Impeccable ability to maintain strict confidentiality of corporate information
      • Ability to effectively interact with staff and clients at all levels in a fast-paced environment with a high level of professionalism
      • Ability to think on his/her feet
      • Must be comfortable with multi-tasking, able to manage multi-step procedures, handle frequent interruptions in work flow, and able to prioritize in a fast-paced environment
      • Exhibits professionalism and composure in stressful situations and in meeting short deadlines
      • Must be technologically savvySend your resume in strict confidence to:bleblanc@c2pmastermind.comBrenda LeBlancClarity 2 Prosperity Mastermind Group30400 Detroit Road Suite 201Westlake, Ohio 44145You may also submit your resume to: bleblanc@c2pmastermind.com Company DescriptionThree Companies. One Vision.Clarity 2 Prosperity (C2P) has developed three unique corporate entities to provide advisors with a flexible service experience to fit perfectly within their unique regulatory and business environments and preferences. Advisors can access Clarity 2 Prosperity’s turnkey training resources through our fee-only programs (The Path or The Mastermind Group), or through an arrangement with a qualified corporate entity such as their broker-dealer, IMO or RIA. This fee may also be reduced or waived as part of their business affiliation with sister organizations C2P Advisory Group, our IMO division, or Prosperity Capital Advisors, our registered investment advisory firm.Clarity 2 ProsperityClarity 2 Prosperity is a financial training, coaching and IP development organization led by financial advisors, coaches, mentors and business leaders committed to simplifying the financial planning process and improving the financial lives of American families. Its mission is to help advisors shift their mindset and planning process from being transactional to becoming holistic planners and service providers, coordinating all areas of their clients’ financial lives including insurance, investments, tax, legal, Social Security and Medicare. The foundation of the training, processes and resources is based on the philosophy of collective wisdom from a mastermind group, in which like-minded advisors learn, share and grow their businesses together. New business-building ideas are continuously tested in model offices and, once proven successful, scalable and repeatable, they are packaged into turnkey processes and added to an innovative, university-style e-Learning platform for advisors and their teams to implement effectively. C2P Advisory GroupC2P Advisory Group is a fiduciary-friendly insurance marketing organization that facilitates product screening, selection and support for fixed and fixed indexed annuities, single premium immediate and deferred-income annuities. As one of the first IMOs to apply for financial institution status with the Department of Labor, C2P Advisory Group is dedicated to providing and facilitating best-interest practices. Its founder began selling FIAs in his personal financial practice in 1995, the year they were first introduced, and has since developed the firm to include a team of CERTIFIED FINANCIAL PLANNERSTM to help position the products as a financial planning tool. Prosperity Capital Advisors Prosperity Capital Advisors (PCA) is an SEC Registered Investment Adviser that provides financial planning and asset management solutions to investment advisors nationwide. With an evidence-based investment philosophy, PCA works to create holistic portfolio options for the long-term investor.

        Keywords: Clarity 2 Prosperity, Minneapolis, Data Entry Associates, Accounting, Auditing, Minneapolis, Minnesota

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