Job Description
Who We Are:
Schwan Financial Group was established in 1984 with clients now in 45 states. A financial based company with experts in portfolio management, estate planning, insurance, business and tax planning. We help people understand, grow, secure, enjoy and distribute their family legacy.
Position: Bookkeeping / Payroll Clerk
Schwan Financial Group is seeking a full-time or part-time Bookkeeping / Payroll Clerk to join our expert team in our Aberdeen, SD office. Our family based culture is looking for the positive attitude that can enhance the ultimate customer experience and work together as a team. This person will play a key role in support of our small business accounting team. Must have good communication skills and be willing to provide support for customer inquiries with exceptional care and attention to details.
Pay: 22.00 - 25.00 DOE
Job Duties:
- Entry level bookkeeping duties including payrolls, quarterly reports, sales tax returns, W-2 & 1099 processing
- Collect and maintain accurate client information
- Respond to client inquiries (emails, phone calls, mail)
- Prioritize workload to meet deadlines
- Use a client relationship management system to track activities
- Proactively assisting in client’s small business needs
- Bookkeeping/Payrolls with QuickBooks software.
Qualifications:
- Excellent communication and interpersonal skills with the ability to build rapport with our clients.
- Ability to multi-task and manage time efficiently.
- Possess a high level of detail for processing customer related transactions.
- Strong problem solving skills and ability to remain calm under pressure.
- Strong computer skills, experience with use of MS Office 365, databases and Salesforce CRM.
- Experience in financial services industry or client services preferred but not required.
- Must be able to maintain client confidentiality at the highest professional and ethical manner.
- Be highly motivated with a willingness to learn, adapt and develop internal workings to provide the best customer experience.
Benefits Package includes:
- Wellmark Health Insurance - 100% Company Paid for employee
- Delta Dental Insurance - 100% Company Paid for employee
- Retirement Plan - up to 4% match
- Long Term Disability Insurance - Company Paid for employee
- Paid Time Off (PTO) with bonus days granted during the year.
- Summer Fridays (extra scheduled paid time off)
- Holidays - 8 paid
- Extended Illness Bank
- Specified assistance with certifications
- Profit sharing bonus program
Office hours are 8:00 - 5:00 M - F with weekends free for your personal and family enjoyment!