Job Details

Our client, a well-established financial services firm in Overland Park, is seeking a Financial Accounting Clerk to join their growing team. This organization has built a strong reputation for stability and long-term employee tenure, offering a professional yet approachable work environment. With steady growth and a loyal client base, they are adding to their team to support increasing operational needs.

This role is ideal for someone detail-oriented and reliable who enjoys working with data, spreadsheets, and financial documentation. It offers entry-level growth potential within accounting and financial administration.

Key Responsibilities

• Process and import client payroll and contribution data using Excel
• Manipulate spreadsheets, including formulas and pivot tables, to prepare files for system uploads
• Initiate ACH transactions related to funding contributions
• Provide general accounting and administrative support to the financial operations team
• Answer incoming phone calls and assist with client inquiries
• Sort, log, and distribute incoming mail
• Maintain organized electronic and paper records
• Assist with clerical tasks such as scanning, copying, and document preparation
• Support conference room readiness and occasional visitor coordination
• Assist with special projects and cross-departmental administrative needs

Qualifications

• Strong Excel skills, including experience with formulas and pivot tables
• Background in finance, accounting, banking, or business preferred
• Detail-oriented with high accuracy in data entry
• Reliable, professional, and able to manage deadlines
• Comfortable working in an office-based environment