Senior Accounting Clerk

If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

 

We are seeking a Senior Accounting Clerk to support the accounting team.  The associate will perform daily accounting and administrative functions for multiple entities.  To be successful in this role, a candidate will have a strong attention to detail, an analytical mindset, and will be highly organized. This is an exciting opportunity to grow with a firm that recognizes high performers.

 

Responsibilities

Expense Monitoring and Compliance:

Review employee expense reports for accuracy, completeness and compliance with company travel and expense policy

Identify potentially fraudulent activity and investigate and resolve any discrepancies or disputes related to expense reports

Monitor card spending patterns and alert appropriate personnel regarding excessive or suspicious transactions

Corporate Card Administration and Support:

Provide training and guidance to other associates on proper corporate card usage and expense reporting procedures

Respond to associate inquiries regarding expense reporting procedures and clarify policy questions

Process new card applications, including verification of eligibility

Manage cardholder information, including updates to personal details and spending limits

Issue and distribute new corporate credit cards

Deactivate lost or stolen cards and facilitate replacement issuance

Cash Application:

Apply incoming payments (checks, wire transfers, ACH payment) to customer accounts for multiple legal entities in a timely manner in coordination with the billing team

Match payments to corresponding invoices and resolving any discrepancies or mismatches

Adhere to company policies and procedures related to cash application and financial regulations

Investigate payment discrepancies and resolving complex issues

 

Qualifications

At least 3 years’ experience in the above-listed responsibilities, preferred

Associate’s degree preferred

 

Skills and Knowledge

Strong knowledge and use of Microsoft Excel

Experience with Oracle Fusion Cloud, Salesforce or CCH Axcess a plus

Experience with Center corporate card/expense management/travel software a plus

Team-oriented personality with the ability to take direction from various leaders

 

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

 

EOE M/F/D/V