Accountant

Florida Financial Advisors is a fast-growing firm that specializes in the unique needs of the working class with a sole focus of providing comprehensive financial planning and wealth management services to help our clients realize their dreams. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession. FFA’s mission is to take people to the highest possible level in both their career and life.

Our company has grown exponentially since opening in 2017, with advisors now servicing the Tampa, Orlando, Miami, Jacksonville, Philadelphia, Nashville, DC, Atlanta, Charlotte, DC Metro, Nashville, Austin, and Dallas areas.

We like working with people who think ‘outside-the-box’ and who can rally a group of people around a common goal. We are a growing comprehensive financial and wealth management firm looking for a keen full-time, on-site Accountant to join the team!

Position: Accountant

Hours: Full-Time

Location: 401 S 12th St., Unit 2 Tampa, FL 33602

Responsibilities:

1. Support various company accounting functions, including, but not limited to:
2. Obtaining carrier commission statements and entering relevant details into our internally developed payroll program.
3. Facilitating updates to Advisor details/banking information and relaying to our Accounts Payable Department for processing.
4. Assist in fielding and addressing Advisor inquiries regarding payroll and reporting.
5. Updating/maintaining essential tracking workbooks, generating weekly reporting using existing macros/processes and disseminating to appropriate personnel.
6. Assist in the compilation of monthly financial records, submitting deliverables to our Parent Company, and booking associated journal entries in QuickBooks.

Requirements:

1. 1 Year of Accounting experience OR education in accounting, e.g., Bachelor of Science in Accounting or Finance.
2. Familiar with Payroll Entries.
3. Strong analytical, critical thinking, and problem-solving skills. Attention to detail.
4. Strong written and verbal communication skills.
5. Able to meet regular deadlines and multi-task while maintaining quality organization.
6. Proficient or familiar with working in Microsoft Excel and willing to evolve their methods and strive for efficiency improvement in all functions.

Securities offered through Trinity Wealth Securities, LLC are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Advisory services offered through Florida Financial Advisors. Please contact your Financial Advisor for information regarding specific investments. Trinity Wealth Securities, LLC reserves the right to monitor all electronic correspondence. Trinity Wealth Securities, LLC and Florida Financial Advisors, Inc. are affiliated entities.