Offres Accounting & Finance à Fort Worth, Texas - Page 7Créer des alertes d'emploi

Job Description The principal duty of all employees is to assist in the mission of the Church in the Diocese of Fort Worth. This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. General Position Summary: Performs bookkeeping services for the parish under the direct supervision of the Chief of Staff. PRINCIPAL ACCOUNTABILITIES: • Maintains the financial bookkeeping system for the parish, including accounts payable and receivable by ledgers and financial statements., • Maintains bank accounts for the parish, including processing check requests, assuring proper authorization for expenditures., • Reconciles & maintains records of parishioners’ contributions and other money received. Supports the weekly contribution money counting ministry., • Calculate & provide weekly contribution totals for the bulletin., • Provides bookkeeping services for fundraising efforts for the parish, including Campaigns, special collections and the Annual Appeal., • Assists in completing month-end and year-end close processes. Record adjusting journal entries as necessary., • Completes monthly miscellaneous electronic funds transfers., • Maintains vendor payment information., • Assists parishioners in person or on the phone with contributions, envelopes and other issues., • Prepares and mails yearly contribution statements., • Maintains bookkeeping skills and expertise by participating in diocesan-sponsored training, attending workshops, and classes., • Assists pastoral leaders and Financial Council in the budget creation process for the parish., • Other duties and office coverage as assigned. RECORD RETENTION RESPONSIBILITIES: • Maintains a current work process/instructions binder for critical responsibilities., • Maintains an inventory of financial transactions per diocesan guideline. Internal Contacts: • The Diocese, priests and pastoral staff. External Contacts: • This position works in a typical office environment but is subject to stress due to the evolving and quickly expanding business needs, tight deadlines, and heavy workloads., • This role routinely involves the use of standard office equipment such as computers, phones, photocopiers, filing cabinets, etc., • Visual Acuity: Close visual acuity to perform an activity such as viewing a computer monitor. Close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; expansive reading, • This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary, extending arms to reach files stored at multiple levels on file shelves, and climbing a stepladder to access files., • Database entry via computer keyboard that requires hand and wrist movements., • Accounting and/or finance degree is preferred, or an equivalent combination of education and experience., • Knowledge of generally accepted accounting principles (GAAP)., • Experience with online banking systems and SAGE Intacct Accounting., • Proficiency with Microsoft Office Suite and ParishSoft church management software., • Capacity to produce accurate and timely parish financial data as requested., • Ability to meet deadlines and follow directives from the Chief of Staff with strong attention to detail., • Catholic in good standing., • Demonstrated ability to skillset to listen empathetically, make peace, and de-escalate, • Successful completion of the Diocesan Safe Environment process., • Excellent organization, prioritization, communication and time management skills., • Ability to receive, understand, retain, and complete verbal and written tasks., • Ability to work independently as well as in teams., • Ability to provide excellent customer service and work efficiently with staff, clergy, religious, and laity., • Demonstrated history of good judgement., • Ability to honor and maintain confidentiality., • Ability to work well with people from a diverse variety of audiences., • Demonstrated aptitude for adaptability and flexibility.

Job Description We are seeking a seasoned Financial Advisor with a demonstrated track record of attracting, converting, and advising high net worth clients. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who upholds the highest level of integrity and consistently puts the client first. About Strittmatter Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. Position Details Location: Fort Worth, TX Schedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM Compensation: $100,000-$150,000 base, target income $300,000 Status: Full time, 40 plus hours per week Benefits: Medical, Dental, Vision, Disability, Life Insurance, PTO, 401k with match Job Responsibilities Conversion of company provided leads and self-generated referrals into clients using our proven sales process Onboarding new clients and overseeing asset transfers before transitioning relationships to the servicing team Primary focus on client conversion and onboarding activities Manage the financial planning process from start to finish utilizing eMoney Advisor and other planning tools Guide the paraplanner team in plan preparation, portfolio design, and customized recommendations Present financial and investment recommendations to clients Conduct research related to assigned cases and participate in daily trading coordination and task review Ensure compliance documentation and notation standards are met Assist in development of marketing materials and other firm initiatives Job Requirements Minimum five years of financial planning experience in a client facing role Verifiable history of new client conversion and onboarding success Certified Financial Planner designation preferred Life and Health Insurance license required Bachelor's degree or higher Strong knowledge of financial markets, economic and accounting principles, investments, insurance products, and financial planning regulations Proficiency in Microsoft Office, Google Workspace, Redtail CRM, Morningstar, eMoney, and VeoOne Professional consultative sales approach with strong organization, time management, and public speaking abilities Ability to present complex financial concepts in clear, understandable language Commitment to high ethical standards and fiduciary responsibility Why Strittmatter • Long term career-focused company with growth opportunities, • Competitive compensation with performance-based bonuses., • Comprehensive benefits package, including medical, dental, vision, disability, and life insurance., • 401(k) with company match to support your financial future., • A professional, collaborative, and growth-oriented work environment. Job Posted by ApplicantPro