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在Yes Loan,我们将一起面对复杂的挑战,努力工作,庆祝成功。我们是冒险家,学习者和领域中的专家。

 

空缺职位 1

 

Financial Consultant Job Responsibilities:

Helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
 

Financial Consultant Job Duties:

  • Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.

  • Assesses clients' financial situation by gathering information.

  • Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

  • Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.

  • Provides financial management information by preparing financial status analyses and reports.

  • Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.

  • Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.


空缺职位 2

 

Junior Accountant Job Duties:

  • Maintains financial records for subsidiary companies by analyzing balance sheets and general ledger accounts.

  • Reconciles general and subsidiary bank accounts by gathering and balancing information.

  • Provides financial status information by preparing special reports; completing special projects.

  • Corrects errors by posting adjusting journal entries.

  • Maintains general ledger accounts by reconciling accounts receivable detail and control accounts; adjusting entries for amortizations prepaids; analyzing and reconciling retainage and accounts payable ledgers; preparing fixed asset depreciation and accruals.

  • Secures financial information by completing database backups; keeping information confidential.

  • Maintains accounting controls by following policies and procedures; complying with federal, state, and local financial legal requirements.

  • Updates job knowledge by participating in educational opportunities; reading professional publications.

  • Accomplishes accounting and organization mission by completing related results as needed.


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