OVERVIEW
JA Counter, an Alera Group company, is looking for a Dynamic Finance Coordinator to work part-time (up to 25 hours/week). We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
- Oversee the commission application process, coordinating with outsourced data entry teams to ensure timely and accurate processing. Generate monthly commission reports and track payments for outside sales agents while managing accounts receivable commissions in CRM systems.
- Approve bi-weekly payroll timesheets, manage payroll processes, and assist new employees with timesheet entry. Address payroll-related questions to ensure smooth administration.
- Approve monthly employee expenses via Concur, maintain corporate credit card records, and process all vendor invoices within 24 hours. Verify invoices, manage expense software approvals, and address payable-related inquiries.
- Input banking activity into QuickBooks, reconcile accounts, and produce monthly/quarterly financial reports. Prepare JACOSJ/JAC/Cambridge reporting, invoicing, and payments, along with additional financial tasks as required.
- Submit monthly invoicing spreadsheets, update AR Aging Reports, and track New and Lost Business data in Salesforce. Upload financial commentary into the Alera system.
- Compile missing commission reports for employee benefits quarterly. Collaborate with carriers to resolve payment discrepancies and address terminated client accounts.
- File, retrieve, and prepare reports to support management. Assist with front desk duties as needed, ensuring continuity in office operations.
QUALIFICATIONS
- Associate degree in a related field or two years of equivalent experience
- Intermediate computer skills with Microsoft Office Suite and CRM systems.
- Read and interpret financial documents.
- Ability to calculate figures and apply basic mathematical concepts.
- Ability to solve problems and deal with a variety of variables
- Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
BENEFITS
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Hourly range is $18 to $25 per hour.
We're an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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