Financial Specialist Career Research and Resources
eToys, Inc.
Supervise 2 Payroll Specialists processing payroll for 1,000 employees. Reconcile tax filings with ProBusiness. Researced and resolved tax and system issues. Prepared labor accounting documents for the bankruptcy court filings.
Avg. Salary: $47,500 · Company Rank: Not Available
American Golf Corp.
Complied Kronos timekeeping data for 18,000 employees at 300 golf courses. Supervised Payroll Specialists. Developed customer service relationships with golf course managers and resolved problems.
Avg. Salary: $47,500 · Company Rank: Not Available
Retix
Processed payroll for 400 employees. Developed and implemented conversion of system. Analyzed and reconciled general ledger accounts and tax filing. Labor reporting. Variance analysis.
Avg. Salary: $47,500 · Company Rank: Not Available
Ameriprise Financial Services, Kansas City, Missouri (Call Center)
Provide exceptional customer service primarily through written correspondence and account processing. This will include receiving and/or resolving a comprehensive variety of customer requests regarding their accounts. Open and/or process paperwork for new and existing accounts. Input, process and/or resolve exceptions through various processing systems. Process and respond to a wide array of internal and external customer w...
Avg. Salary: $31,000 · Company Rank: 3.0 out of 5
H&R Block Financial Advisors, Kansas City, Missouri (Call Center)
Provide phone support to brokerage clients and Financial Advisors in an inbound call center environment. Provide exceptional customer service through phone communication to inbound callers, written correspondence, and account processing. This includes receiving and resolving a variety of customer requests and inquiries. Handle moderate to complex internal and external customer inquiries, requests, and concerns via phone, em...
Avg. Salary: $31,000 · Company Rank: 1.0 out of 5
Chrysler Financial Services, Overland Park, Kansas 2002-2008 (Call Center)
2007 - 2008 Repossession Inventory Coordinator: Responsible for ensuring repossessed vehicles were assigned to an auction to be picked up from the repossessing agents lot. Responsible for ensuring repossessed vehicles had repossession titles where applicable per state law, and the titles were delivered to the selling auctions on time. Also responsible for ensuring all the necessary steps were taken to prepare the vehicle...
Avg. Salary: $31,000 · Company Rank: 1.0 out of 5
Van Kampen Investor Services, Kansas City, Missouri 1988-2001 (Transfer Agent)
1999 - 2001 Reconciliation Analyst: Reconciled and researched bank accounts to verify the validity of operational and bank transaction processing to minimize monetary liability. Also performed accounting functions to ensure that offsetting items had proper documentation for audit purposes. Processed daily wire transfers where necessary to ensure accounts were never overdrawn. Reconciled the largest Van Kampen fund in th...
Avg. Salary: $31,000 · Company Rank: Not Available
Ultimus Fund Solutions
Enter accurate mutual fund trades as directed by shareholders Perform daily account maintenance such as automatic investment plans and monthly redemptions Responsible for performing updates to sensitive client information for the accurate processing of trades Collect data to generate reports for calculation of daily NAV’s of mutual funds.
Avg. Salary: $45,000 · Company Rank: Not Available
Eubel Brady & Suttman Asset Management
Saved nearly $30,000 first year by coordinating efforts to reduce overhead within the operations department. Entered accurate postings of dividends and stock splits across all accounts under management, including private placement securities. Entered transactions into portfolio accounting system, including cash flow, expenses, fees, and transfers. Performed daily account maintenance, such as account number/brokera...
Avg. Salary: $45,000 · Company Rank: Not Available
Eubel Brady & Suttman Asset Mgmt
Acquired and maintained electronic data for electronic reconciliation of on-line accounts. Verified large cash deposits and withdrawals in order to notify trading. Various special projects centered on gathering electronic data for all accounts possible
Avg. Salary: $45,000 · Company Rank: Not Available
