Job Information
Robert Half Accounting Clerk in Mooresville, North Carolina
Description We are looking for a detail-oriented Accounting Clerk to join our team in Mooresville, North Carolina. In this role, you will support financial operations and ensure compliance with industry standards. The ideal candidate has a strong background in finance and experience working with financial advisors, along with excellent organizational skills and the ability to manage multiple tasks effectively.
Responsibilities:
• Process financial transactions and business operations with accuracy and attention to detail.
• Maintain compliance with regulatory requirements, including periodic and annual reviews.
• Conduct client meetings to build relationships and identify new business opportunities.
• Prepare proposals and presentations using a variety of software programs.
• Manage applications and documentation processes through DocuSign and other systems, ensuring completion of underwriting and account approvals.
• Monitor client accounts and trading activities, ensuring all transactions are properly recorded.
• Utilize data management systems to access and analyze client information and trade details.
• Assist in developing financial plans for corporate executives and individual clients.
• Coordinate with compliance teams to ensure adherence to regulations and standards.
• Stay updated on continuing education requirements to maintain industry certifications. Requirements • Minimum of 5-7 years of experience in financial administration or a related field.
• Familiarity with working alongside financial advisors or similar professionals.
• Proficiency in Microsoft Office, including Outlook, and various financial software programs.
• Knowledge of retirement plans such as 401k, traditional IRA, and Roth IRA.
• Experience with DocuSign and other electronic documentation systems.
• Strong organizational and multitasking skills to handle diverse responsibilities.
• Ability to adhere to compliance standards and manage regulatory processes.
• Excellent communication skills for client interaction and team collaboration.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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