Senior Accounting Assistant

Overview

The Senior Accounting Assistant supports daily accounting functions related to incoming and outgoing money processes. Responsibilities include completeness control reconciliations, data entry of wires, processing misdirected funds, handling disbursement of outgoing funds, and performing suspense reconciliations. Assistance with cash reconciliation is provided as needed.

This role helps ensure the accuracy and integrity of financial operations by analyzing, reconciling, and resolving transactions that support the movement and reporting of customer and business funds.

Responsibilities

• Analyze and reconcile financial transactions, cash activity, and suspense accounts to ensure accuracy and data integrity
• Process incoming and outgoing money transactions, including wires, disbursements, and misdirected funds, in accordance with established procedures
• Investigate and resolve discrepancies, outstanding items, and reconciliation exceptions to maintain accurate financial records
• Maintain general ledger accounts
• Develop and enhance accounting processes and procedures to improve operational efficiency, controls, and compliance

Requirements

• High School Diploma or equivalent
• Strong collaboration and customer-focused mindset when partnering across teams
• Strong analytical and problem-solving skills with the ability to research and resolve discrepancies

Preferred Qualifications

• Bachelor’s Degree
• Positive and professional attitude
• Strong attention to detail
• Proven ability to prioritize, multi-task, handle complexity, and meet deadlines
• 1 – 3 years Annuity, Life, or IDI Operations experience
• 1+ years of Accounting experience

Compensation & Benefits

• Expected salary range: $41,600 - $50,000
• May also be eligible for annual short-term incentive compensation (incentives and benefits are subject to the applicable plan terms)

Benefits include:

• Comprehensive health plan (medical/prescription drug and vision, dental insurance)
• No-cost short- and long-term disability
• Company-paid life insurance and legal services
• Retirement pension funded entirely by the employer and 401(k) with employer matching
• Group discounts on voluntary insurance products (including auto and home, pet, critical illness, hospital indemnity, and accident insurance)
• Employee Assistance Program (EAP) and digital mental health programs
• Parental leave
• Paid time off and paid holidays
• Volunteer time off
• Tuition assistance

Location

United States

Additional Information

• Equal Opportunity Employer; employment decisions are made without regard to protected characteristics under applicable law.
• If accommodation is needed due to a disability, requests will be handled confidentially to determine an appropriate accommodation for the application process.
• Drug-free workplace.
• Massachusetts-specific notice: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
• This posting is for a current vacancy and is anticipated to remain open for at least 90 days from the listed posting date.