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Preparation of projects that all make up the total client deliverables for reports, statements, distributions.
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Working on custom excel reporting for large ESOP clients as well as custom ESOP participant statement programming and preparation
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Nontraditional hours may be required.
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Comply with a Code of Ethics which covers a number of obligations related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
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Associates degree in accounting or equivalent experience.
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Knowledge or ability to attain PC, 10-key, and system skills.
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Good organizational skills necessary.
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Attention to detail, accuracy, adherence to deadlines and good oral and written communication skills.
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Able to handle sensitive information in a confidential manner.