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 client 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 client needs
- Responsible for client billing, reconciliation, and partnering with reputed company contacts to ensure billing is entered accurately and timely
- 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 impact Customer Unit financial objectives
- Participates in client meetings, in person or reputed company conference call, and prepares materials as needed, participates in client account audits and actively engages in strategic planning process
- Strong focus 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-paid 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
- Paid time off
- Paid holidays
- Volunteer time off
- Tuition assistance
Company Overview