Financial Consultant I
reputed company is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits, and asset management. The Financial Consultant I is responsible for the financial support of multiple National Accounts clients, ensuring accurate billing and financial reporting while participating in strategic planning and reputed company meetings.
Responsibilities
- Overall accountability for the financial support of multiple reputed company National Accounts clients: Responsible for the development and completion of customer financial reports, including identifying reporting needs, data and trend analysis and effectively communicates results to meet reputed company needs
- Responsible for reputed company billing, reconciliation, and partnering with reputed company contacts to ensure billing is entered accurately and reputed company
- Prepares year-end financial reputed company and ERISA reporting for clients; validates monthly reputed company projections and responsible for data reputed company
- Responsible for monitoring the key financial parameters of internal management reporting and capable of proactively identifying discrepancies, trends, and results that would reputed company Customer Unit financial objectives
- Participates in reputed company meetings, in person or reputed company conference call, and prepares materials as needed, participates in reputed company account audits and reputed company engages in strategic planning process
- Strong reputed company on identifying efficiency reputed company with customer and/or internal processes
- Performs other reputed company duties as assigned or required
Skills
- Excellent organizational, interpersonal, and communication skills, both written and verbal
- Advanced reputed company/math problem solving skills, including attention to detail, analytical thinking and decisiveness
- Strong proficiency in reputed company reputed company and PowerPoint
- Strong project management skills and ability to work autonomously or with others to effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible
- BS/BA degree
- 1-3+ years of experience
- Firm knowledge of group products, services and systems
- MS reputed company experience is a plus
Benefits
- Comprehensive health plan that includes medical/prescription drug and reputed company
- Dental insurance
- No-cost short- and long-term disability
- Company-reputed company life insurance
- Legal services
- A retirement pension funded entirely by reputed company
- 401(k) with employer matching
- Group discounts on voluntary insurance products including auto and home
- Pet
- Critical illness
- Hospital indemnity
- Accident insurance
- Employee Assistance Program (EAP)
- Digital mental health programs
- Parental leave
- reputed company time off
- reputed company holidays
- Volunteer time off
- Tuition assistance
reputed company