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Clerical Accounting Administrator
Waddell & Reed Financial, Inc.

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Clerical Accounting Administrator
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Waddell & Reed Financial, Inc.
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Job Summary

$15-25 per hour
Job Type
Job Last Posted
Job posted 18 days ago
Job Role
Clerical Assistant, Accounting Associate
Employer's Industry
Finance & Legal
Job Schedule
Afternoons, Mornings, Weekdays

Job Description

 Under direct supervision, uses basic knowledge and skills  obtained through on-the-job training to support the accounting group by  preparing, reviewing and processing transactions and maintaining  documents, records and files. Specific, detailed instructions and  procedures are provided to perform routine, repetitive tasks. Resolves  routine questions and problems and refers more complex issues to a  higher level. Routine contact with internal and external customers is  required to obtain, clarify or provide facts and information.

Essential Duties and Responsibilities:

  • Assists in preparing, reviewing, processing and maintaining accounting documents, records and files. 
  • Assists in coding and posting transactions to proper accounts in an automated accounting system. 
  • Assists in researching transaction discrepancies. 
  • Assists in gathering and compiling data for assigned functions. 
  • Processes and distributes incoming/outgoing mail, as required.
  • Obtains required signatures on supporting documents and generates checks.
  • Performs other duties and responsibilities as assigned.

 Knowledge, Skills, and Abilities:

Knowledge of:

  • Basic office practices, procedures, and methods
  • Basic accounting concepts, practices and procedures.
  • General ledger accounting software packages or ability to learn specific tasks. 

Skill in:

  • Entering transactions into an automated accounting system. 
  • Researching basic transaction discrepancies.
  • Preparing, processing and maintaining transaction documentation, files and records. 
  • Operating standard office equipment and using required software  applications to produce correspondence, electronic communication and  maintain spreadsheets and databases.

Ability to:

  • Identify and resolve basic accounting problems.
  • Communicate effectively, both orally and in writing, with all organizational levels. 
  • Demonstrate efficiency and flexibility in performing detailed  transactional tasks in a fast-paced work environment with frequent  interruptions and changing priorities. 
  • Provide a high level of customer service. 

Educational/Previous Experience Requirements:

  • High School Diploma or equivalent and a minimum of one (1) year of business experience. 


  • Any equivalent combination of experience, education, and/or training approved by Human Resources.

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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