At Yes Loan, we tackle complex challenges, work hard, high-five and celebrate. We're risk-takers, fast learners, and experts in our fields. Together, we're redefining an industry in desperate need of a shakeup.
Open Position 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.
Open Position 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.