Signify Wealth is a fast-growing wealth management firm dedicated to helping athletes build lasting financial enterprises. They are seeking a motivated Analyst to work closely with clients and the internal team, focusing on financial success through responsibilities in accounts receivable, accounts payable, financial analysis, and process optimization.
Responsibilities
- Collaborate with client affairs managers to deliver exceptional service for a select group of clients
- Accurately record, document, reconcile, and review financial transactions including client bill management
- Manage invoice processing, payments, and transfers
- Prepare and analyze budget reports to uncover spending trends and insights
- Ensure appropriate insurance coverage by managing related processes
- Prepare and maintain client forms while coordinating tax documents for filings
Skills
- Bachelor's degree in a related field, plus 1+ years of relevant experience
- Exceptional attention to detail and ability to meet deadlines
- Strong analytical and problem-solving skills
- Outstanding verbal and written communication abilities
Benefits
- Employer paid health benefits
- Generous PTO
Company Overview
Signify provides innovative leadership to your team of financial professionals (CPA’s, Attorneys, Agents, Bankers etc). It was founded in 2003, and is headquartered in St Louis, Missouri, USA, with a workforce of 11-50 employees. Its website is http://www.signifywealth.com/.
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