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Book-Keeper/ Clerical Associate.
Waddell & Reed Financial, Inc.

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Book-Keeper/ Clerical Associate.
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Waddell & Reed Financial, Inc.
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Job Summary

$18-25 per hour
Job Type
Full-time, Part-time, Remote
Job Last Posted
Job posted 20 days ago
Job Role
Bookkeeper, Clerical Assistant
Employer's Industry
Finance & Legal
Job Schedule
Weekdays, Mornings, Afternoons

Job Description

We would like to hire a Book-keeper/Clerical-Associate to take care of all our company day to day financial tasks. You will be responsible for both accounts payable and receivable along with all payroll and bank account management and reconciliation tasks. To do well in this role you should have previous experience as a Book-keeper/Clerical-Associate and have used Zero or Quickbooks.

Book-keeper/Clerical-Associate Responsibilities:

*Record day to day financial transactions and complete the posting process.

*Reconcile sales taxes, payroll taxes, 401k, and bank accounts at the end of each month.

*Monitor financial transactions and reports.

*Process accounts receivable and payable.

*Process checks.

*Understand ledgers.

*Work with an accountant when necessary.

*Handle monthly payroll using accounting software.


Book-keeper/Clerical-Associate Requirements:

*Associate's degree in accounting or business administration. Excellent knowledge of general accounting principles.

*High school diploma.

*Knowledge of bookkeeping software.

*At least one year bookkeeping experience, preferably within a business-services environment.

*Excellent communication skills, both verbal and written.

*Attention to detail and accuracy of work.

*Experience with accounting software such as Xero, Quickbooks, or MYOB.

*Able to prepare, review and understand a financial statement.

Business Overview

Our Story

Waddell & Reed Financial, Inc. was founded in 1937 by World War I veterans Chauncey Waddell and Cameron Reed, Waddell & Reed has been dedicated ever since to helping people achieve their financial goals and get where they want to go in life. Since our founding, the world has seen a lot of change. Waddell & Reed has continued to grow and evolve. In 1998, our parent firm went public with an initial public offering of Class A common stock (NYSE: WDR). Across all the years, our commitment to help people build personal financial plans has not changed.

Why Work With Us?

Charitable giving is an integral part of our home office culture, supported by generous employees who readily volunteer their time and contribute their finances to a wide range of non-profit organizations in and around the Kansas City area.

Team Size

51-100 team members


Culture & Perks

Minority Owned
Health Benefits
Paid Time Off
Retirement Benefits
Happy Hours
Team Events
Work-life Balance
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